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 & SMIT Service code 26 · EIN 13-5674085 | Advisory (Participants) | $39,870 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,956 |
MMA SECURITIES LLC1 year Service code 16 · EIN 22-3570392 | Consulting | $12,697 |
CHAPMAN, HEXT & CO. P.C.3 years Filed as: CHAPMAN HEXT & CO., P.C. Service code 10 · EIN 75-2053526 5001 SPRING VALLEY RD. · DALLAS, TX 75244 | Accounting | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,273 | $93,131-37.4% | $106,548-45.3% | $86,799-32.9% |
| Participation rate | 68.0% | 81.4%-13.4pp | 76.1%-8.1pp | 72.3%-4.3pp |
| Annual return | 16.75% | 19.45%-2.7pp | 26.80%-10.0pp | 97.91%-81.2pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,003 | $4,708-57.5% | $4,398-54.5% | $4,131-51.5% |
| Admin fee / account holder | $248 | $145+71.0% | $7,407-96.7% | $170+46.3% |