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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Plan) | $26,522 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $14,424 |
Filed as: MAND MARBLESTONE GROUP LLC Service code 15 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 190833100 | Recordkeeping | $4,627 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,932 | $84,487-70.5% | $125,339-80.1% | $66,914-62.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -13.36% | -8.39%-5.0pp | 572.05%-585.4pp | 1.58%-14.9pp |
| Employer contribution / active EE | $2,267 | $3,553-36.2% | $4,814-52.9% | $2,544-10.9% |
| Participant deferral / active EE | $3,799 | $6,781-44.0% | $7,446-49.0% | $4,237-10.3% |
| Admin fee / account holder | $262 | $685-61.8% | $10,010-97.4% | $593-55.9% |