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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $31,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,213 | $42,772-31.7% | $87,507-66.6% | $55,167-47.0% |
| Participation rate | 66.4% | 66.5%-0.1pp | 73.8%-7.5pp | 69.0%-2.6pp |
| Annual return | 8.39% | 21.20%-12.8pp | 12.21%-3.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $273 | $1,277-78.6% | $2,550-89.3% | $1,963-86.1% |
| Participant deferral / active EE | $1,171 | $2,342-50.0% | $3,149-62.8% | $3,054-61.6% |
| Admin fee / account holder | $5 | $461-99.0% | $4,221-99.9% | $504-99.1% |