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 SMITH I Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,948 |
ACUFF & ASSOCIATES, INC.4 years Service code 13 · EIN 62-1477251 | Contract Administrator | $7,493 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,493 | $45,031-32.3% | $84,966-64.1% | $77,643-60.7% |
| Participation rate | 68.1% | 48.7%+19.4pp | 67.5%+0.6pp | 70.6%-2.5pp |
| Annual return | 13.89% | 79.22%-65.3pp | 66.38%-52.5pp | 31.24%-17.3pp |
| Employer contribution / active EE | $567 | $1,609-64.8% | $2,727-79.2% | $2,726-79.2% |
| Participant deferral / active EE | $1,862 | $2,807-33.7% | $4,519-58.8% | $4,647-59.9% |
| Admin fee / account holder | $147 | $912-83.9% | $6,149-97.6% | $430-65.8% |