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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $16,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,310 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,122 | $102,317+44.8% | $146,958+0.8% | $80,856+83.2% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.2%+13.7pp | 67.6%+28.2pp |
| Annual return | 9.32% | 134.76%-125.4pp | 418.34%-409.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $8 | $3,713-99.8% | $4,933-99.8% | $2,755-99.7% |
| Participant deferral / active EE | $11,228 | $6,644+69.0% | $8,070+39.1% | $4,296+161.4% |
| Admin fee / account holder | $129 | $7,941-98.4% | $12,998-99.0% | $6,918-98.1% |