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 9-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, FENNER Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $12,002 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $962 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,301 | $46,360-82.1% | $147,614-94.4% | $52,331-84.1% |
| Participation rate | 76.4% | 64.9%+11.5pp | 84.6%-8.2pp | 68.1%+8.3pp |
| Annual return | -1.51% | 1.62%-3.1pp | 61.98%-63.5pp | 4.54%-6.0pp |
| Employer contribution / active EE | $324 | $2,126-84.8% | $5,564-94.2% | $1,882-82.8% |
| Participant deferral / active EE | $499 | $2,258-77.9% | $4,895-89.8% | $3,022-83.5% |
| Admin fee / account holder | $5 | $766-99.3% | $11,611-100.0% | $592-99.1% |