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 |
|---|---|---|
Service code 10 · EIN 52-2127371 | Accounting | $10,200 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,343 | $82,202-1.0% | $125,339-35.1% | $64,808+25.5% |
| Participation rate | 51.6% | 77.9%-26.3pp | 82.4%-30.8pp | 71.5%-19.9pp |
| Annual return | -13.21% | 3.48%-16.7pp | 572.05%-585.3pp | 32.82%-46.0pp |
| Employer contribution / active EE | $1,118 | $3,615-69.1% | $4,814-76.8% | $2,506-55.4% |
| Participant deferral / active EE | $2,146 | $7,175-70.1% | $7,446-71.2% | $4,310-50.2% |
| Admin fee / account holder | $29 | $163-82.4% | $10,010-99.7% | $188-84.7% |