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 15 · EIN 01-0233346 | Recordkeeping | $826 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,708 | $101,317-23.3% | $146,958-47.1% | $74,495+4.3% |
| Participation rate | 61.7% | 75.5%-13.9pp | 82.2%-20.5pp | 67.2%-5.5pp |
| Annual return | 17.29% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $906 | $3,810-76.2% | $4,933-81.6% | $2,623-65.4% |
| Participant deferral / active EE | $6,777 | $7,303-7.2% | $8,070-16.0% | $4,346+55.9% |
| Admin fee / account holder | $169 | $1,739-90.3% | $12,998-98.7% | $1,942-91.3% |