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 | $1,288 |
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.
Participant 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 | $60,498 | $85,135-28.9% | $98,907-38.8% | $73,409-17.6% |
| Participation rate | 26.0% | 81.1%-55.1pp | 76.0%-50.0pp | 72.2%-46.2pp |
| Annual return | 23.86% | 19.14%+4.7pp | 196.43%-172.6pp | 59.29%-35.4pp |
| Employer contribution / active EE | $777 | $2,721-71.4% | $2,689-71.1% | $2,234-65.2% |
| Participant deferral / active EE | $1,925 | $4,349-55.7% | $4,244-54.6% | $3,805-49.4% |
| Admin fee / account holder | $8 | $139-94.1% | $6,642-99.9% | $158-94.8% |