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 |
|---|---|---|
Service code 10 PO BOX 956793 · ST. LOUIS, MO 631956793 | Accounting | $16,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,750 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,591 | $134,045-60.0% | $80,019-33.0% | $75,289-28.8% |
| Participation rate | 37.6% | 85.8%-48.1pp | 75.8%-38.2pp | 72.4%-34.8pp |
| Annual return | -4.63% | -0.56%-4.1pp | 11.22%-15.9pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,041 | $3,492-70.2% | $2,468-57.8% | $2,405-56.7% |
| Participant deferral / active EE | $1,473 | $4,976-70.4% | $3,686-60.0% | $3,739-60.6% |
| Admin fee / account holder | $53 | $124-57.3% | $6,521-99.2% | $102-48.4% |