See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 22 · EIN 13-5674085 | Insurance Broker | $2,698 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,580 |
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 | $49,418 | $59,805-17.4% | $79,550-37.9% | $68,494-27.9% |
| Participation rate | 64.1% | 61.1%+3.0pp | 69.5%-5.4pp | 67.9%-3.8pp |
| Annual return | -12.73% | -12.30%-0.4pp | 0.16%-12.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,199 | $1,505-20.3% | $2,413-50.3% | $2,596-53.8% |
| Participant deferral / active EE | $3,181 | $3,024+5.2% | $3,985-20.2% | $4,027-21.0% |
| Admin fee / account holder | $84 | $4,835-98.3% | $6,832-98.8% | $5,403-98.4% |