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 | $45,714 |
ADP BROKER-DEALER4 years Filed as: ADP RETIREMENT SERVICES Service code 15 · EIN 13-3036745 71 HANOVER ROAD · FLORHAM PARK, NJ 07932 | Recordkeeping | $7,465 |
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 | $52,951 | $55,416-4.4% | $75,972-30.3% | $77,643-31.8% |
| Participation rate | 66.3% | 63.6%+2.7pp | 69.1%-2.8pp | 70.6%-4.3pp |
| Annual return | 16.45% | 17.07%-0.6pp | 359.55%-343.1pp | 31.24%-14.8pp |
| Employer contribution / active EE | $2,441 | $1,788+36.6% | $2,685-9.1% | $2,726-10.4% |
| Participant deferral / active EE | $4,506 | $3,447+30.7% | $4,255+5.9% | $4,647-3.0% |
| Admin fee / account holder | $196 | $414-52.6% | $6,467-97.0% | $430-54.4% |