See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $7,406 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $7,406 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,941 | $84,487-57.5% | $125,339-71.3% | $66,914-46.3% |
| Participation rate | 68.1% | 76.4%-8.3pp | 82.4%-14.2pp | 69.8%-1.7pp |
| Annual return | -15.19% | -8.39%-6.8pp | 572.05%-587.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,453 | $3,553-2.8% | $4,814-28.3% | $2,544+35.7% |
| Participant deferral / active EE | $8,191 | $6,781+20.8% | $7,446+10.0% | $4,237+93.3% |
| Admin fee / account holder | $298 | $685-56.5% | $10,010-97.0% | $593-49.8% |