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, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $30,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,603 | $80,177-53.1% | $123,892-69.6% | $57,658-34.8% |
| Participation rate | 10.3% | 74.4%-64.1pp | 81.4%-71.1pp | 70.2%-59.9pp |
| Annual return | 7.94% | 17.90%-10.0pp | 47.52%-39.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,497 | $5,130-70.8% | $5,984-75.0% | $3,061-51.1% |
| Admin fee / account holder | $26 | $106-75.8% | $8,357-99.7% | $95-72.8% |