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 CONSULTING SERVICES Service code 70 · EIN 94-1687665 4800 DEER LAKE DRIVE EAST · JACKSONVILLE, FL 32246 | Consulting Fees | $125,000 |
Filed as: MERRILL LYNCH, PEIRCE, FENNER & SMI Service code 15 · EIN 13-5674085 4 WORLD TRADE CENTER · NEW YORK, NY 10281 | Recordkeeping | $67,085 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $25,675 |
ROBINSON & COLE LLP3+ years Service code 29 · EIN 06-0512640 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $1,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,336 | $177,276-58.1% | $122,332-39.2% | $177,276-58.1% |
| Participation rate | 65.1% | 74.8%-9.7pp | 71.6%-6.5pp | 74.8%-9.7pp |
| Annual return | 13.40% | 21.25%-7.9pp | 30.27%-16.9pp | 21.25%-7.9pp |
| Employer contribution / active EE | $811 | $2,479-67.3% | $4,050-80.0% | $2,479-67.3% |
| Participant deferral / active EE | $2,249 | $3,881-42.1% | $3,287-31.6% | $3,881-42.1% |
| Admin fee / account holder | $39 | $154-75.0% | $5,478-99.3% | $154-75.0% |