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 | $2,195 |
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.
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 | $51,441 | $74,347-30.8% | $93,606-45.0% | $67,579-23.9% |
| Participation rate | 26.4% | 80.6%-54.2pp | 75.8%-49.4pp | 71.3%-44.9pp |
| Annual return | 36.06% | 28.07%+8.0pp | 32.76%+3.3pp | 378.56%-342.5pp |
| Employer contribution / active EE | $738 | $2,583-71.4% | $2,718-72.9% | $2,148-65.6% |
| Participant deferral / active EE | $2,096 | $4,060-48.4% | $4,069-48.5% | $3,539-40.8% |
| Admin fee / account holder | $20 | $123-83.8% | $7,888-99.7% | $142-86.0% |