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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $36,934 |
HAM, LANGSTON & BREZINA, LLP3+ years Service code 10 · EIN 76-0448495 | Accounting | $22,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,914 | $75,388+27.2% | $123,544-22.4% | $55,725+72.1% |
| Participation rate | 57.1% | 75.7%-18.6pp | 82.3%-25.2pp | 70.9%-13.7pp |
| Annual return | -1.87% | 4.48%-6.3pp | 119.20%-121.1pp | 244.93%-246.8pp |
| Employer contribution / active EE | $1,416 | $3,063-53.8% | $4,628-69.4% | $2,078-31.9% |
| Participant deferral / active EE | $5,449 | $5,651-3.6% | $6,426-15.2% | $3,356+62.4% |
| Admin fee / account holder | $133 | $120+10.7% | $9,284-98.6% | $115+15.1% |