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 27 · EIN 13-5674085 | Advisory (Plan) | $13,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$486 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,217 | $71,106-23.8% | $83,333-34.9% | $75,289-28.0% |
| Participation rate | 73.6% | 82.0%-8.4pp | 77.8%-4.2pp | 72.4%+1.2pp |
| Annual return | -5.01% | -0.56%-4.5pp | 10.63%-15.6pp | -0.04%-5.0pp |
| Employer contribution / active EE | $1,579 | $2,436-35.2% | $3,379-53.3% | $2,405-34.4% |
| Participant deferral / active EE | $2,772 | $6,249-55.6% | $5,565-50.2% | $3,739-25.9% |
| Admin fee / account holder | $9 | $72-87.7% | $7,510-99.9% | $102-91.3% |