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 26 · EIN 13-5674085 | Advisory (Participants) | $12,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,570 |
Filed as: UNITED BANK Service code 27 · EIN 54-1071198 | Advisory (Plan) | $5,514 |
Annual investment return 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 | $56,667 | $65,435-13.4% | $86,677-34.6% | $66,914-15.3% |
| Participation rate | 97.4% | 75.5%+21.9pp | 76.6%+20.8pp | 69.8%+27.6pp |
| Annual return | -18.21% | -10.89%-7.3pp | 35.91%-54.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $4,522 | $2,153+110.0% | $2,836+59.4% | $2,544+77.7% |
| Participant deferral / active EE | $5,328 | $4,100+29.9% | $4,656+14.4% | $4,237+25.7% |
| Admin fee / account holder | $81 | $642-87.3% | $7,493-98.9% | $593-86.3% |