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 |
|---|---|---|
BAUMAN ASSOCIATES6 years Service code 10 · EIN 39-1277627 | Accounting | $25,539 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $137,432 | $175,036-21.5% | $93,063+47.7% | - |
| Participation rate | 65.1% | 60.2%+4.9pp | 72.1%-7.1pp | - |
| Annual return | 15.09% | 15.04%0pp | 34.15%-19.1pp | - |
| Employer contribution / active EE | $1,027 | $1,949-47.3% | $2,476-58.5% | - |
| Participant deferral / active EE | $4,402 | $3,720+18.4% | $3,958+11.2% | - |
| Admin fee / account holder | $120 | $23,923-99.5% | $6,033-98.0% | - |