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 9-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 Service code 52 | Indirect Investment Fees | $10,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,669 | $33,067-64.7% | $76,523-84.8% | $56,287-79.3% |
| Participation rate | 43.3% | 55.4%-12.0pp | 68.0%-24.7pp | 69.9%-26.5pp |
| Annual return | -4.28% | 2.72%-7.0pp | -0.27%-4.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $486 | $1,200-59.5% | $2,647-81.6% | $2,111-77.0% |
| Participant deferral / active EE | $744 | $2,240-66.8% | $3,835-80.6% | $3,350-77.8% |
| Admin fee / account holder | $23 | $537-95.7% | $4,848-99.5% | $521-95.5% |