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 6-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 12 · EIN 13-3689044 | Participant communication; Float reve... | $289,648 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 16 · EIN 13-5674085 | Consulting | $97,645 |
EVERS ROBINSON LTD1+ years Service code 10 · EIN 86-0715183 | Accounting | $12,500 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,215 | $56,152-46.2% | $185,823-83.7% | $73,409-58.8% |
| Participation rate | 100.0% | 67.6%+32.4pp | 78.0%+22.0pp | 72.2%+27.8pp |
| Annual return | 14.93% | 17.59%-2.7pp | 35.95%-21.0pp | 59.29%-44.4pp |
| Employer contribution / active EE | $6,267 | $1,532+309.1% | $4,087+53.3% | $2,234+180.6% |
| Participant deferral / active EE | $29,767 | $3,659+713.5% | $5,632+428.5% | $3,805+682.2% |
| Admin fee / account holder | $157 | $132+18.8% | $9,500-98.3% | $158-0.7% |