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 | Advisory (Plan) | $28,659 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,452 | $50,815-34.2% | $155,509-78.5% | $77,643-56.9% |
| Participation rate | 22.6% | 63.1%-40.5pp | 78.2%-55.6pp | 70.6%-48.0pp |
| Annual return | 11.91% | 34.80%-22.9pp | 64.67%-52.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $240 | $1,993-88.0% | $4,672-94.9% | $2,726-91.2% |
| Participant deferral / active EE | $1,038 | $2,822-63.2% | $5,626-81.5% | $4,647-77.7% |
| Admin fee / account holder | $297 | $437-32.0% | $15,912-98.1% | $430-31.0% |