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 8-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 37 · EIN 04-2647786 | Loan Processing | $48,237 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $46,768 |
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 | $82,297 | $119,446-31.1% | $150,045-45.2% | $85,563-3.8% |
| Participation rate | 98.6% | 75.4%+23.1pp | 82.3%+16.2pp | 66.0%+32.6pp |
| Annual return | 24.36% | 23.72%+0.6pp | 62.55%-38.2pp | 31.51%-7.2pp |
| Employer contribution / active EE | $6,191 | $4,078+51.8% | $4,693+31.9% | $2,654+133.3% |
| Participant deferral / active EE | $13,416 | $7,985+68.0% | $7,997+67.8% | $4,375+206.6% |
| Admin fee / account holder | $284 | $548-48.1% | $13,435-97.9% | $834-65.9% |