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 |
|---|---|---|
MERRIL LYNCH2 years Filed as: MERRIL LYNCH, PIERCE, FENNER & SMIT Service code 27 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Plan) | $10,248 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,274 |
THE RETIREMENT ADVANTAGE INC2 years Service code 15 600 S NICOLET RD · APPLETON, WI 54914 | Recordkeeping | $919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,677 | $69,010-87.4% | $159,960-94.6% | $68,494-87.3% |
| Participation rate | 30.9% | 65.4%-34.5pp | 78.0%-47.1pp | 67.9%-37.0pp |
| Annual return | -15.48% | -9.65%-5.8pp | 408.60%-424.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $257 | $2,213-88.4% | $4,226-93.9% | $2,596-90.1% |
| Participant deferral / active EE | $2,507 | $4,212-40.5% | $6,182-59.5% | $4,027-37.8% |
| Admin fee / account holder | $90 | $4,798-98.1% | $8,698-99.0% | $5,403-98.3% |