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 |
|---|---|---|
RSM US LLP1+ years Service code 11 · EIN 42-0714325 | Actuarial | $8,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,355 |
MELTZER, PURTILL & STELLE LLC1+ years Service code 50 · EIN 36-4053995 | Direct Payment | $1,125 |
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.
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 | $122,835 | $38,969+215.2% | $109,313+12.4% | $55,167+122.7% |
| Participation rate | 42.9% | 58.2%-15.4pp | 71.3%-28.4pp | 69.0%-26.1pp |
| Annual return | 7.66% | 8.26%-0.6pp | 22.07%-14.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,429 | $2,176+11.7% | $3,166-23.3% | $3,054-20.5% |
| Admin fee / account holder | $65 | $501-87.1% | $5,666-98.9% | $504-87.2% |