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 Service code 27 · EIN 13-5674085 | Advisory (Plan) | $27,955 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,097 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,669 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,390 | $64,909+63.9% | $82,313+29.3% | $62,292+70.8% |
| Participation rate | 98.5% | 74.9%+23.6pp | 76.9%+21.6pp | 69.5%+28.9pp |
| Annual return | 10.13% | 21.18%-11.1pp | 25.88%-15.7pp | 28.90%-18.8pp |
| Employer contribution / active EE | $2,427 | $1,676+44.8% | $2,428-0.1% | $2,042+18.8% |
| Participant deferral / active EE | $4,556 | $3,103+46.8% | $3,706+22.9% | $3,169+43.8% |
| Admin fee / account holder | $168 | $440-61.7% | $5,608-97.0% | $479-64.9% |