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 8-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 - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $13,862 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $8,663 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,812 | $84,487-24.5% | $125,339-49.1% | $66,914-4.6% |
| Participation rate | 58.8% | 76.4%-17.7pp | 82.4%-23.6pp | 69.8%-11.1pp |
| Annual return | -18.24% | -8.39%-9.8pp | 572.05%-590.3pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,895 | $3,553-46.7% | $4,814-60.6% | $2,544-25.5% |
| Participant deferral / active EE | $4,502 | $6,781-33.6% | $7,446-39.5% | $4,237+6.3% |
| Admin fee / account holder | $183 | $685-73.3% | $10,010-98.2% | $593-69.1% |