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 | $1,600 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,992 | $43,423+24.3% | $78,689-31.4% | $55,167-2.1% |
| Participation rate | 29.8% | 68.0%-38.2pp | 73.6%-43.8pp | 69.0%-39.2pp |
| Annual return | 7.58% | 11.53%-3.9pp | 62.18%-54.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $255 | $1,997-87.2% | $2,851-91.1% | $1,963-87.0% |
| Participant deferral / active EE | $1,185 | $2,509-52.8% | $3,517-66.3% | $3,054-61.2% |
| Admin fee / account holder | $35 | $416-91.6% | $4,510-99.2% | $504-93.1% |