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 8-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, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $22,834 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,338 | $91,407-49.3% | $135,903-65.9% | $71,457-35.2% |
| Participation rate | 72.4% | 75.7%-3.3pp | 81.9%-9.5pp | 67.9%+4.4pp |
| Annual return | 23.95% | 29.90%-5.9pp | 68.23%-44.3pp | 28.85%-4.9pp |
| Employer contribution / active EE | $2,998 | $3,703-19.1% | $4,856-38.3% | $2,588+15.8% |
| Participant deferral / active EE | $7,611 | $7,092+7.3% | $7,758-1.9% | $4,289+77.5% |
| Admin fee / account holder | $321 | $1,266-74.6% | $10,762-97.0% | $1,587-79.8% |