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, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $12,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,299 | $46,732-11.6% | $156,549-73.6% | $55,167-25.1% |
| Participation rate | 21.4% | 65.8%-44.4pp | 84.0%-62.6pp | 69.0%-47.6pp |
| Annual return | 7.37% | 17.72%-10.3pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,698 | $2,204-23.0% | $4,871-65.1% | $3,054-44.4% |
| Admin fee / account holder | $15 | $418-96.5% | $13,027-99.9% | $504-97.1% |