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) | $11,991 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $391 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,024 | $63,114-47.7% | $92,893-64.4% | $65,185-49.3% |
| Participation rate | 63.9% | 68.8%-4.9pp | 76.0%-12.1pp | 70.2%-6.3pp |
| Annual return | 21.21% | 28.75%-7.5pp | 109.41%-88.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $413 | $2,571-83.9% | $3,653-88.7% | $2,177-81.0% |
| Participant deferral / active EE | $1,945 | $3,108-37.4% | $4,236-54.1% | $3,514-44.6% |
| Admin fee / account holder | $272 | $624-56.3% | $5,794-95.3% | $847-67.9% |