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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,013 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,089 | $50,106-49.9% | $70,014-64.2% | $57,658-56.5% |
| Participation rate | 64.9% | 70.9%-6.0pp | 71.8%-6.9pp | 70.2%-5.3pp |
| Annual return | 13.09% | 14.58%-1.5pp | 12.99%+0.1pp | 5.13%+8.0pp |
| Employer contribution / active EE | $262 | $1,739-84.9% | $2,338-88.8% | $1,974-86.7% |
| Participant deferral / active EE | $2,274 | $2,486-8.5% | $2,931-22.4% | $3,061-25.7% |
| Admin fee / account holder | $102 | $89+14.4% | $4,380-97.7% | $95+8.0% |