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 4-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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $64,890 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,991 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,612 | $64,871+84.4% | $129,110-7.4% | $66,914+78.8% |
| Participation rate | 99.0% | 74.0%+25.1pp | 77.3%+21.8pp | 69.8%+29.2pp |
| Annual return | -17.57% | -12.21%-5.4pp | -10.94%-6.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $9,942 | $3,741+165.7% | $5,052+96.8% | $2,544+290.8% |
| Participant deferral / active EE | $8,954 | $5,090+75.9% | $6,542+36.9% | $4,237+111.3% |
| Admin fee / account holder | $282 | $629-55.1% | $14,302-98.0% | $593-52.4% |