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 FENNER7 SMITH Service code 27 1152 15TH ST. NW · WASHINGTON, DC 200051774 | Advisory (Plan) | $25,000 |
Service code 12 · EIN 48-1205033 | Participant loan processing; Direct p... | $14,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $148,589 | $51,620+187.9% | $90,281+64.6% | $65,185+128.0% |
| Participation rate | 69.8% | 68.6%+1.2pp | 73.3%-3.5pp | 70.2%-0.4pp |
| Annual return | 25.32% | 24.94%+0.4pp | 78.10%-52.8pp | 29.38%-4.1pp |
| Employer contribution / active EE | $2,201 | $2,235-1.5% | $2,854-22.9% | $2,177+1.1% |
| Participant deferral / active EE | $4,489 | $2,871+56.4% | $3,885+15.5% | $3,514+27.8% |
| Admin fee / account holder | $316 | $384-17.8% | $5,351-94.1% | $847-62.7% |