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) | $13,809 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $11,947 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $8,724 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,776 |
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 | $94,087 | $101,317-7.1% | $146,958-36.0% | $74,495+26.3% |
| Participation rate | 58.9% | 75.5%-16.6pp | 82.2%-23.2pp | 67.2%-8.3pp |
| Annual return | 16.12% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,325 | $3,810-39.0% | $4,933-52.9% | $2,623-11.4% |
| Participant deferral / active EE | $5,974 | $7,303-18.2% | $8,070-26.0% | $4,346+37.5% |
| Admin fee / account holder | $245 | $1,739-85.9% | $12,998-98.1% | $1,942-87.4% |