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 Service code 27 · EIN 13-5674085 | Advisory (Plan) | $4,938 |
ASCENSUS LLC1 year Filed as: RETIREMENT STRATEGIES GROUP LLC Service code 13 | Contract Administrator | $522 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $400 |
ASCENSUS LLC1 year Filed as: RETIREMENT STRATEGIES GROUP Service code 13 · EIN 72-1450587 | Contract Administrator | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,159 | $50,199-4.1% | $70,092-31.3% | $66,914-28.0% |
| Participation rate | 14.7% | 66.3%-51.7pp | 70.5%-55.8pp | 69.8%-55.1pp |
| Annual return | -18.65% | -13.85%-4.8pp | 190.73%-209.4pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $402 | $3,112-87.1% | $3,849-89.6% | $4,237-90.5% |
| Admin fee / account holder | $305 | $600-49.2% | $6,267-95.1% | $593-48.6% |