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 | $112,547 |
Filed as: MERRILL LYNCH RETIREMENT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $32,385 |
PFF O'CONNOR DAVIES, LLP1 year Service code 29 · EIN 27-1728945 | Legal | $6,225 |
SMITH & DOWNEY1 year Service code 29 · EIN 52-1839270 | Legal | $5,328 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,670 | $53,136+57.5% | $155,509-46.2% | $199,593-58.1% |
| Participation rate | 91.1% | 64.1%+27.0pp | 78.2%+12.9pp | 72.0%+19.2pp |
| Annual return | 11790.61% | 41.15%+11749.5pp | 64.67%+11725.9pp | 34.25%+11756.4pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $40 | $185-78.5% | $15,912-99.7% | $269-85.2% |