See peer percentile detail. $4.99 for your first month.
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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 PFS INCORPORATED Service code 27 · EIN 13-5674085 | Advisory (Plan) | $52,750 |
INVESCO3 years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $390 |
AMERICAN FUNDS7+ years Service code 50 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Direct Payment | $330 |
Filed as: MASSACHUSETTS FINANCIAL SVC. CO. Service code 50 · EIN 04-2747644 | Direct Payment | $100 |
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 | $66,721 | $79,124-15.7% | $60,874+9.6% | $64,808+3.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -12.88% | -7.13%-5.8pp | 16.90%-29.8pp | 32.82%-45.7pp |
| Employer contribution / active EE | $2,055 | $3,050-32.6% | $2,701-23.9% | $2,506-18.0% |
| Participant deferral / active EE | $3,833 | $3,725+2.9% | $3,817+0.4% | $4,310-11.1% |
| Admin fee / account holder | $88 | $106-16.4% | $3,224-97.3% | $188-53.0% |