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 & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $4,722 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,873 | $63,299-13.3% | $91,001-39.7% | $62,292-11.9% |
| Participation rate | 40.1% | 73.3%-33.2pp | 75.6%-35.5pp | 69.5%-29.4pp |
| Annual return | 15.68% | 20.99%-5.3pp | 4.60%+11.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,424 | $2,943-51.6% | $3,547-59.9% | $3,169-55.1% |
| Admin fee / account holder | $81 | $468-82.6% | $5,417-98.5% | $479-83.0% |