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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,494 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,097 | $63,299-3.5% | $91,001-32.9% | $62,292-1.9% |
| Participation rate | 32.0% | 73.3%-41.4pp | 75.6%-43.6pp | 69.5%-37.6pp |
| Annual return | 16.84% | 20.99%-4.2pp | 4.60%+12.2pp | 28.90%-12.1pp |
| Employer contribution / active EE | $199 | $1,807-89.0% | $2,456-91.9% | $2,042-90.3% |
| Participant deferral / active EE | $2,279 | $2,943-22.5% | $3,547-35.7% | $3,169-28.1% |
| Admin fee / account holder | $33 | $468-92.9% | $5,417-99.4% | $479-93.1% |