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 |
|---|---|---|
MERRIL LYNCH6+ years Filed as: MERILL LYNCH, PIERCE, FENNER & SMIT Service code 15 · EIN 13-5674085 | Recordkeeping | $95,430 |
AMERICAN FUNDS6+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 29 · EIN 26-4789150 | Legal | $7,691 |
TROUTMAN SANDERS LLP6+ years Service code 29 · EIN 58-0946915 | Legal | $6,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $478,110 | $100,801+374.3% | $149,696+219.4% | $73,409+551.3% |
| Participation rate | 64.0% | 77.7%-13.7pp | 82.5%-18.4pp | 72.2%-8.1pp |
| Annual return | 15.18% | 265.34%-250.2pp | 276.60%-261.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $9,553 | $3,312+188.5% | $4,644+105.7% | $2,234+327.7% |
| Participant deferral / active EE | $9,278 | $6,404+44.9% | $6,842+35.6% | $3,805+143.8% |
| Admin fee / account holder | $300 | $181+65.9% | $9,309-96.8% | $158+90.0% |