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 |
|---|---|---|
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $7,370 |
Service code 28 · EIN 13-3089070 | Investment Management | $7,308 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,015 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $5,166 |
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 | $26,403 | $66,601-60.4% | $92,893-71.6% | $67,579-60.9% |
| Participation rate | 45.2% | 72.5%-27.3pp | 76.0%-30.8pp | 71.3%-26.1pp |
| Annual return | 20.95% | 92.58%-71.6pp | 109.41%-88.5pp | 378.56%-357.6pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,535 | $3,157-51.4% | $4,236-63.8% | $3,539-56.6% |
| Admin fee / account holder | $183 | $199-7.9% | $5,794-96.8% | $142+28.8% |