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 27 · EIN 13-5674085 | Advisory (Plan) | $13,996 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,724 | $58,083-29.9% | $80,019-49.1% | $56,287-27.6% |
| Participation rate | 50.9% | 73.6%-22.7pp | 75.8%-24.9pp | 69.9%-18.9pp |
| Annual return | -6.95% | 34.61%-41.6pp | 11.22%-18.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $578 | $1,932-70.1% | $2,468-76.6% | $2,111-72.6% |
| Participant deferral / active EE | $1,781 | $3,135-43.2% | $3,686-51.7% | $3,350-46.8% |
| Admin fee / account holder | $171 | $623-72.6% | $6,521-97.4% | $521-67.3% |