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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $93,062 |
Service code 37 · EIN 04-2647786 | Loan Processing | $82,306 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,219 |
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 | $68,872 | $54,237+27.0% | $90,281-23.7% | $67,579+1.9% |
| Participation rate | 94.7% | 68.6%+26.1pp | 73.3%+21.4pp | 71.3%+23.4pp |
| Annual return | 23.80% | 37.27%-13.5pp | 78.10%-54.3pp | 378.56%-354.8pp |
| Employer contribution / active EE | $2,545 | $1,846+37.9% | $2,854-10.8% | $2,148+18.5% |
| Participant deferral / active EE | $3,451 | $2,625+31.5% | $3,885-11.2% | $3,539-2.5% |
| Admin fee / account holder | $267 | $123+116.5% | $5,351-95.0% | $142+87.8% |