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 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Participants) | $6,984 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $324 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $167 |
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.
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 | $27,794 | $55,449-49.9% | $83,848-66.9% | $56,287-50.6% |
| Participation rate | 59.6% | 68.0%-8.4pp | 76.1%-16.6pp | 69.9%-10.3pp |
| Annual return | -6.30% | -1.38%-4.9pp | 850.88%-857.2pp | -9.96%+3.7pp |
| Employer contribution / active EE | $404 | $2,430-83.4% | $3,631-88.9% | $2,111-80.9% |
| Participant deferral / active EE | $1,944 | $2,935-33.8% | $4,082-52.4% | $3,350-42.0% |
| Admin fee / account holder | $288 | $656-56.1% | $5,478-94.7% | $521-44.7% |