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: BENEFIT PLANS PLUS, LLC Service code 15 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Recordkeeping | $5,950 |
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $5,333 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $3,556 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,639 | $101,317-65.8% | $146,958-76.4% | $74,495-53.5% |
| Participation rate | 65.1% | 75.5%-10.4pp | 82.2%-17.1pp | 67.2%-2.1pp |
| Annual return | 11.80% | 8730.91%-8719.1pp | 418.34%-406.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,910 | $3,810-23.6% | $4,933-41.0% | $2,623+10.9% |
| Participant deferral / active EE | $5,415 | $7,303-25.8% | $8,070-32.9% | $4,346+24.6% |
| Admin fee / account holder | $216 | $1,739-87.6% | $12,998-98.3% | $1,942-88.9% |