See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $42,180 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,505 | $89,436-61.4% | $164,813-79.1% | $77,643-55.6% |
| Participation rate | 36.9% | 78.6%-41.7pp | 78.6%-41.7pp | 70.6%-33.6pp |
| Annual return | 15.12% | 28.83%-13.7pp | 69.93%-54.8pp | 31.24%-16.1pp |
| Employer contribution / active EE | $942 | $2,569-63.3% | $4,341-78.3% | $2,726-65.4% |
| Participant deferral / active EE | $1,901 | $4,897-61.2% | $6,031-68.5% | $4,647-59.1% |
| Admin fee / account holder | $335 | $339-1.4% | $12,690-97.4% | $430-22.2% |