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 | $2,870 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,548 | $84,784-43.9% | $98,439-51.7% | $74,419-36.1% |
| Participation rate | 36.3% | 81.5%-45.3pp | 75.2%-38.9pp | 70.7%-34.5pp |
| Annual return | 20.59% | 20.59%0pp | 21.16%-0.6pp | 34.38%-13.8pp |
| Employer contribution / active EE | $1,234 | $3,364-63.3% | $3,048-59.5% | $2,637-53.2% |
| Participant deferral / active EE | $2,521 | $5,218-51.7% | $4,738-46.8% | $4,528-44.3% |
| Admin fee / account holder | $12 | $204-94.1% | $8,948-99.9% | $348-96.5% |