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 9-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 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · CHARLOTTE, NC 28202 | Advisory (Participants) | $0 |
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 | $29,315 | $64,119-54.3% | $112,228-73.9% | $66,914-56.2% |
| Participation rate | 78.5% | 68.5%+10.0pp | 75.1%+3.4pp | 69.8%+8.7pp |
| Annual return | -15.83% | -13.81%-2.0pp | 27.45%-43.3pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,419 | $3,005+13.8% | $3,635-5.9% | $2,544+34.4% |
| Participant deferral / active EE | $5,567 | $3,693+50.7% | $4,728+17.7% | $4,237+31.4% |
| Admin fee / account holder | $205 | $625-67.2% | $6,410-96.8% | $593-65.5% |