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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $33,367 |
Service code 50 3465 S ARLINGTON RD · AKRON, OH 44312 | Direct Payment | $6,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,343 | $54,701+120.0% | $86,188+39.6% | $71,457+68.4% |
| Participation rate | 69.0% | 60.1%+8.9pp | 69.0%0pp | 67.9%+1.1pp |
| Annual return | 14.97% | 20.06%-5.1pp | 1168.45%-1153.5pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,398 | $1,265+10.5% | $2,380-41.3% | $2,588-46.0% |
| Participant deferral / active EE | $5,985 | $3,108+92.6% | $3,985+50.2% | $4,289+39.6% |
| Admin fee / account holder | $237 | $1,922-87.7% | $6,852-96.5% | $1,587-85.1% |