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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $15,227 |
Service code 13 · EIN 20-3855127 | Contract Administrator | $10,450 |
HOWARD, MOORE & MCDUFFIE, PC10+ years Service code 10 · EIN 58-1484212 | Accounting | $4,565 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,935 | $45,343-84.7% | $150,298-95.4% | $67,986-89.8% |
| Participation rate | 94.1% | 51.9%+42.3pp | 77.8%+16.4pp | 57.2%+36.9pp |
| Annual return | 11.40% | 33.28%-21.9pp | 62.79%-51.4pp | 31.67%-20.3pp |
| Employer contribution / active EE | $559 | $1,462-61.8% | $4,154-86.6% | $2,019-72.3% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $84 | $2,250-96.3% | $14,116-99.4% | $3,203-97.4% |