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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $3,373 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $2,256 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $265 |
Service code 15 6602 E 75TH ST · INDIANAPOLIS, IN 46250 | Recordkeeping | $215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,660 | $35,986-75.9% | $77,482-88.8% | $73,488-88.2% |
| Participation rate | 57.1% | 40.8%+16.3pp | 54.2%+3.0pp | 70.7%-13.5pp |
| Annual return | 29.37% | 19.26%+10.1pp | 54.79%-25.4pp | 28.51%+0.9pp |
| Employer contribution / active EE | $314 | $557-43.7% | $986-68.2% | $2,270-86.2% |
| Participant deferral / active EE | $497 | $1,198-58.5% | $1,861-73.3% | $3,740-86.7% |
| Admin fee / account holder | $146 | $466-68.7% | $2,858-94.9% | $513-71.6% |