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 | $9,471 |
LOOMIS SAYLES7 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $8,103 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,754 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $5,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,847 | $64,119-61.2% | $112,228-77.9% | $66,914-62.9% |
| Participation rate | 53.7% | 68.5%-14.7pp | 75.1%-21.3pp | 69.8%-16.1pp |
| Annual return | -17.30% | -13.81%-3.5pp | 27.45%-44.8pp | 1.58%-18.9pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,524 | $3,693-31.7% | $4,728-46.6% | $4,237-40.4% |
| Admin fee / account holder | $174 | $625-72.2% | $6,410-97.3% | $593-70.7% |