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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,474 |
HUNNEX AND SHOEMAKER, INC.3 years Filed as: HUNNEX & SHOEMAKER Service code 50 | Direct Payment | $6,350 |
ASCENSUS LLC2 years Service code 50 · EIN 46-1803145 | Direct Payment | $5,200 |
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 | $58,773 | $56,317+4.4% | $71,209-17.5% | $74,304-20.9% |
| Participation rate | 38.9% | 55.1%-16.3pp | 73.8%-34.9pp | 60.3%-21.5pp |
| Annual return | 13.47% | 42.83%-29.4pp | 282.51%-269.0pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,585 | $2,160-26.6% | $2,721-41.7% | $2,241-29.3% |
| Participant deferral / active EE | $3,100 | $2,788+11.2% | $4,175-25.8% | $3,767-17.7% |
| Admin fee / account holder | $210 | $2,290-90.8% | $5,349-96.1% | $2,969-92.9% |