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 28 · EIN 13-3089070 | Investment Management | $6,676 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $6,076 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,128 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,990 | $145,904-84.9% | $83,848-73.8% | - |
| Participation rate | 43.8% | 64.1%-20.3pp | 76.1%-32.4pp | - |
| Annual return | -4.71% | -3.19%-1.5pp | 850.88%-855.6pp | - |
| Employer contribution / active EE | $0 | $1,734-100.0% | $3,631-100.0% | - |
| Participant deferral / active EE | $1,614 | $2,760-41.5% | $4,082-60.4% | - |
| Admin fee / account holder | $171 | $8,727-98.0% | $5,478-96.9% | - |