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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $63,166 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $22,684 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 26 · EIN 33-0905143 | Advisory (Participants) | $20,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $41,042 | $145,877-71.9% | $150,045-72.6% | $102,872-60.1% |
| Participation rate | 70.1% | 79.8%-9.8pp | 82.3%-12.2pp | 73.0%-2.9pp |
| Annual return | 21.44% | 21.37%+0.1pp | 62.55%-41.1pp | 19.06%+2.4pp |
| Employer contribution / active EE | $1,979 | $4,710-58.0% | $4,693-57.8% | $3,526-43.9% |
| Participant deferral / active EE | $3,571 | $9,491-62.4% | $7,997-55.3% | $5,535-35.5% |
| Admin fee / account holder | $181 | $176+3.1% | $13,435-98.7% | $292-37.9% |