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 |
|---|---|---|
Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $537 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 | Recordkeeping | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,416 | $60,165-47.8% | $74,183-57.7% | $55,167-43.1% |
| Participation rate | 76.5% | 74.2%+2.4pp | 76.6%-0.1pp | 69.0%+7.5pp |
| Annual return | 6.21% | 10.00%-3.8pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $657 | $1,600-58.9% | $2,370-72.3% | $1,963-66.5% |
| Participant deferral / active EE | $2,373 | $2,973-20.2% | $3,550-33.1% | $3,054-22.3% |
| Admin fee / account holder | $13 | $419-96.9% | $5,586-99.8% | $504-97.4% |