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 LIFE AGENCY INC Service code 15 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Recordkeeping | $33,205 |
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 | $48,907 | $58,347-16.2% | $85,682-42.9% | $86,799-43.7% |
| Participation rate | 45.4% | 64.9%-19.5pp | 69.9%-24.5pp | 72.3%-26.9pp |
| Annual return | 20.29% | 18.43%+1.9pp | 21.49%-1.2pp | 97.91%-77.6pp |
| Employer contribution / active EE | $0 | $1,751-100.0% | $2,618-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,451 | $3,065-52.7% | $3,923-63.0% | $4,131-64.9% |
| Admin fee / account holder | $223 | $147+51.2% | $6,873-96.8% | $170+31.4% |