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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $108,977 | $70,908+53.7% | $98,907+10.2% | $73,488+48.3% |
| Participation rate | 57.7% | 73.8%-16.0pp | 76.0%-18.3pp | 70.7%-13.0pp |
| Annual return | 33.55% | 34.17%-0.6pp | 196.43%-162.9pp | 28.51%+5.0pp |
| Employer contribution / active EE | $149 | $2,036-92.7% | $2,689-94.5% | $2,270-93.4% |
| Participant deferral / active EE | $2,018 | $3,500-42.3% | $4,244-52.4% | $3,740-46.0% |
| Admin fee / account holder | $1 | $535-99.9% | $6,642-100.0% | $513-99.9% |