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 | $7,737 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $7,201 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $6,739 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,145 | $92,971-81.6% | $96,683-82.3% | $74,419-77.0% |
| Participation rate | 58.7% | 71.5%-12.8pp | 74.3%-15.6pp | 70.7%-12.0pp |
| Annual return | 19.01% | 37.49%-18.5pp | 35.69%-16.7pp | 34.38%-15.4pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,267 | $3,970-42.9% | $4,878-53.5% | $4,528-49.9% |
| Admin fee / account holder | $115 | $633-81.8% | $6,730-98.3% | $348-67.0% |