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: BLUE & CO. LLC Service code 10 813 W SECOND STREET · SEYMOUR, IN 47274 | Accounting | $10,500 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,666 | $104,919-67.0% | $116,228-70.2% | $85,563-59.5% |
| Participation rate | 64.6% | 78.6%-14.0pp | 74.6%-10.0pp | 66.0%-1.4pp |
| Annual return | 14.59% | 15.38%-0.8pp | 90.06%-75.5pp | 31.51%-16.9pp |
| Employer contribution / active EE | $1,158 | $3,485-66.8% | $2,994-61.3% | $2,654-56.4% |
| Participant deferral / active EE | $1,986 | $5,306-62.6% | $4,953-59.9% | $4,375-54.6% |
| Admin fee / account holder | $38 | $429-91.2% | $11,989-99.7% | $834-95.5% |