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 | $1,456 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
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 | $20,101 | $33,745-40.4% | $64,105-68.6% | $55,191-63.6% |
| Participation rate | 91.4% | 59.4%+32.0pp | 68.2%+23.2pp | 69.2%+22.2pp |
| Annual return | -0.27% | 4.95%-5.2pp | 791.24%-791.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $507 | $641-20.8% | $1,820-72.1% | $1,899-73.3% |
| Participant deferral / active EE | $2,790 | $1,929+44.6% | $2,822-1.1% | $3,046-8.4% |
| Admin fee / account holder | $5 | $94-94.9% | $4,499-99.9% | $91-94.7% |