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) | $34,156 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $4,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,412 | $44,642-0.5% | $91,220-51.3% | $66,914-33.6% |
| Participation rate | 27.5% | 64.9%-37.4pp | 73.2%-45.7pp | 69.8%-42.3pp |
| Annual return | -16.00% | -12.29%-3.7pp | 114.01%-130.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $781 | $1,706-54.2% | $2,850-72.6% | $2,544-69.3% |
| Participant deferral / active EE | $1,235 | $3,349-63.1% | $4,234-70.8% | $4,237-70.8% |
| Admin fee / account holder | $993 | $521+90.4% | $5,420-81.7% | $593+67.3% |