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 13-2808480 Service code 22 | Insurance Broker | $2,765 |
ASCENSUS LLC1 year Service code 15 · EIN 82-3719843 | Recordkeeping | $2,278 |
Filed as: TRANSAMERICA Service code 15 · EIN 36-6071399 | Recordkeeping | $1,759 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,503 | $89,355+24.8% | $141,162-21.0% | $72,985+52.8% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.5%-18.2pp | 69.5%-5.2pp |
| Annual return | 21.08% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,088 | $3,114-0.8% | $4,735-34.8% | $2,440+26.6% |
| Participant deferral / active EE | $7,789 | $5,418+43.8% | $6,709+16.1% | $3,607+115.9% |
| Admin fee / account holder | $39 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |