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 & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $34,368 |
ADP BROKER-DEALER3 years Filed as: ADP RETIREMENT SERVICES Service code 15 71 HANOVER ROAD · FLORHAM PARK, NJ 07932 | Recordkeeping | $7,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,123 | $49,693-17.2% | $70,515-41.7% | $74,419-44.7% |
| Participation rate | 63.8% | 64.7%-0.9pp | 68.3%-4.6pp | 70.7%-7.0pp |
| Annual return | 29.90% | 21.22%+8.7pp | 32.77%-2.9pp | 34.38%-4.5pp |
| Employer contribution / active EE | $2,277 | $1,773+28.4% | $2,973-23.4% | $2,637-13.7% |
| Participant deferral / active EE | $4,229 | $3,376+25.3% | $4,567-7.4% | $4,528-6.6% |
| Admin fee / account holder | $155 | $316-50.8% | $6,412-97.6% | $348-55.3% |