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 06-1614949 | Investment Management | $9,174 |
LOOMIS SAYLES8 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $8,537 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,293 |
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 | $30,510 | $92,971-67.2% | $96,683-68.4% | $74,419-59.0% |
| Participation rate | 47.4% | 71.5%-24.1pp | 74.3%-26.9pp | 70.7%-23.3pp |
| Annual return | 19.08% | 37.49%-18.4pp | 35.69%-16.6pp | 34.38%-15.3pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,352 | $3,970-40.8% | $4,878-51.8% | $4,528-48.1% |
| Admin fee / account holder | $177 | $633-72.0% | $6,730-97.4% | $348-49.1% |