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) | $15,334 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $9,584 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,765 | $91,407-13.8% | $135,903-42.0% | $71,457+10.2% |
| Participation rate | 61.2% | 75.7%-14.4pp | 81.9%-20.7pp | 67.9%-6.7pp |
| Annual return | 19.87% | 29.90%-10.0pp | 68.23%-48.4pp | 28.85%-9.0pp |
| Employer contribution / active EE | $2,241 | $3,703-39.5% | $4,856-53.8% | $2,588-13.4% |
| Participant deferral / active EE | $5,684 | $7,092-19.8% | $7,758-26.7% | $4,289+32.5% |
| Admin fee / account holder | $211 | $1,266-83.4% | $10,762-98.0% | $1,587-86.7% |