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 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
Employer 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.
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 | $24,734 | $56,629-56.3% | $77,999-68.3% | $55,167-55.2% |
| Participation rate | 96.8% | 73.3%+23.5pp | 75.5%+21.3pp | 69.0%+27.8pp |
| Annual return | 8.97% | 2866.98%-2858.0pp | 425.96%-417.0pp | 169.23%-160.3pp |
| Employer contribution / active EE | $229 | $1,723-86.7% | $2,470-90.7% | $1,963-88.4% |
| Participant deferral / active EE | $1,511 | $2,777-45.6% | $3,497-56.8% | $3,054-50.5% |
| Admin fee / account holder | $1 | $467-99.8% | $5,480-100.0% | $504-99.8% |