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 |
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 | $28,090 | $92,971-69.8% | $96,683-70.9% | $74,419-62.3% |
| Participation rate | 53.5% | 71.5%-18.1pp | 74.3%-20.8pp | 70.7%-17.2pp |
| Annual return | 16.64% | 37.49%-20.8pp | 35.69%-19.1pp | 34.38%-17.7pp |
| Employer contribution / active EE | $2,554 | $3,426-25.4% | $3,737-31.6% | $2,637-3.2% |
| Participant deferral / active EE | $4,033 | $3,970+1.6% | $4,878-17.3% | $4,528-10.9% |
| Admin fee / account holder | $175 | $633-72.4% | $6,730-97.4% | $348-49.8% |