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) | $28,099 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,740 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,244 |
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 | $96,455 | $59,186+63.0% | $76,768+25.6% | $56,287+71.4% |
| Participation rate | 99.0% | 75.2%+23.7pp | 77.0%+22.0pp | 69.9%+29.1pp |
| Annual return | 8.43% | 6.62%+1.8pp | 2.43%+6.0pp | -9.96%+18.4pp |
| Employer contribution / active EE | $2,363 | $1,759+34.4% | $2,485-4.9% | $2,111+11.9% |
| Participant deferral / active EE | $4,495 | $3,255+38.1% | $3,852+16.7% | $3,350+34.2% |
| Admin fee / account holder | $165 | $489-66.3% | $6,675-97.5% | $521-68.3% |