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) | $20,001 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,908 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,488 |
Annual investment return 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 | $102,894 | $65,376+57.4% | $87,100+18.1% | $65,185+57.8% |
| Participation rate | 97.4% | 75.3%+22.0pp | 76.9%+20.5pp | 70.2%+27.2pp |
| Annual return | 1.88% | 31.27%-29.4pp | 28.19%-26.3pp | 29.38%-27.5pp |
| Employer contribution / active EE | $2,418 | $1,822+32.7% | $2,521-4.1% | $2,177+11.1% |
| Participant deferral / active EE | $4,549 | $3,388+34.2% | $4,049+12.4% | $3,514+29.5% |
| Admin fee / account holder | $138 | $520-73.4% | $7,497-98.2% | $847-83.7% |