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) | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,206 | $108,617-12.3% | $108,410-12.2% | $93,030+2.3% |
| Participation rate | 69.9% | 83.1%-13.2pp | 80.1%-10.2pp | 73.9%-4.0pp |
| Annual return | 14.49% | 21.63%-7.1pp | 905.27%-890.8pp | 158.70%-144.2pp |
| Employer contribution / active EE | $1,593 | $3,249-51.0% | $3,558-55.2% | $2,706-41.1% |
| Participant deferral / active EE | $3,085 | $7,885-60.9% | $6,563-53.0% | $4,562-32.4% |
| Admin fee / account holder | -$1 | $94-100.8% | $7,295-100.0% | $152-100.5% |