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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $44,458 | $54,281-18.1% | $60,547-26.6% | $59,188-24.9% |
| Participation rate | 39.3% | 66.8%-27.5pp | 68.0%-28.7pp | 69.4%-30.1pp |
| Annual return | -0.08% | 1.74%-1.8pp | 335.64%-335.7pp | 5.51%-5.6pp |
| Employer contribution / active EE | $0 | $2,031-100.0% | $2,419-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,658 | $2,789-40.5% | $3,328-50.2% | $3,265-49.2% |
| Admin fee / account holder | $0 | $64-99.3% | $4,536-100.0% | $92-99.5% |