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 8-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 64 · EIN 04-2647786 | Recordkeeping Fees | $120,744 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $42,525 |
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 | $19,435 | $44,007-55.8% | $154,107-87.4% | $68,904-71.8% |
| Participation rate | 29.6% | 70.0%-40.5pp | 83.0%-53.5pp | 74.1%-44.5pp |
| Annual return | -5.02% | 8.15%-13.2pp | 735.12%-740.1pp | 1.07%-6.1pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $966 | $2,813-65.7% | $5,081-81.0% | $4,015-75.9% |
| Admin fee / account holder | $63 | $65-2.3% | $13,411-99.5% | $71-11.2% |