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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, FENNER AND SMITH Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $26,286 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $19,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,026 | $40,113-95.0% | $84,015-97.6% | $77,787-97.4% |
| Participation rate | 44.1% | 62.8%-18.7pp | 69.0%-25.0pp | 73.2%-29.2pp |
| Annual return | 18.20% | 23.27%-5.1pp | 71.31%-53.1pp | 32.57%-14.4pp |
| Employer contribution / active EE | $346 | $847-59.1% | $1,983-82.5% | $2,504-86.2% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,967-100.0% |
| Admin fee / account holder | $16 | $92-82.7% | $6,101-99.7% | $100-84.2% |