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 15 · EIN 13-3646501 | Recordkeeping | $200 |
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $0 |
Filed as: MERRILL LYNCH-FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,399 | $82,664-16.0% | $125,339-44.6% | $68,494+1.3% |
| Participation rate | 58.1% | 75.0%-17.0pp | 82.4%-24.3pp | 67.9%-9.8pp |
| Annual return | -17.21% | -5.97%-11.2pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,632 | $6,110-56.9% | $7,446-64.7% | $4,027-34.6% |
| Admin fee / account holder | $517 | $6,275-91.8% | $10,010-94.8% | $5,403-90.4% |