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 37 · EIN 04-2647786 | Loan Processing | $1,375 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $62,856 | $81,537-22.9% | $149,718-58.0% | $69,631-9.7% |
| Participation rate | 69.0% | 86.1%-17.2pp | 87.1%-18.1pp | 70.7%-1.7pp |
| Annual return | 15.91% | 22.79%-6.9pp | 1501.63%-1485.7pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $2,142 | $3,239-33.9% | $5,445-60.7% | $2,032+5.4% |
| Participant deferral / active EE | $5,980 | $4,994+19.7% | $6,569-9.0% | $3,224+85.5% |
| Admin fee / account holder | $3 | $107-97.3% | $11,283-100.0% | $110-97.4% |