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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $29,911 |
Service code 10 3867 W MARKET ST · AKRON, OH 44333 | Accounting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,802 | $59,417+106.7% | $93,606+31.2% | $74,495+64.8% |
| Participation rate | 66.5% | 59.7%+6.9pp | 68.7%-2.2pp | 67.2%-0.7pp |
| Annual return | 10.07% | 81.83%-71.8pp | 133.20%-123.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,385 | $1,264+9.6% | $2,420-42.8% | $2,623-47.2% |
| Participant deferral / active EE | $5,806 | $3,050+90.4% | $4,411+31.6% | $4,346+33.6% |
| Admin fee / account holder | $232 | $3,021-92.3% | $8,285-97.2% | $1,942-88.1% |