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 28 · EIN 71-0294708 | Investment Management | $283,300 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 99 · EIN 13-5674085 | Other Fees | $31,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,466 | $47,126+246.9% | $149,673+9.2% | $74,419+119.7% |
| Participation rate | 57.4% | 63.4%-6.0pp | 78.8%-21.4pp | 70.7%-13.3pp |
| Annual return | 19.62% | 22.75%-3.1pp | 134.42%-114.8pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,411 | $1,905+26.5% | $4,818-50.0% | $2,637-8.6% |
| Participant deferral / active EE | $5,413 | $2,728+98.4% | $5,680-4.7% | $4,528+19.5% |
| Admin fee / account holder | $351 | $343+2.6% | $13,210-97.3% | $348+1.0% |