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 | $5,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,011 | $74,347-70.4% | $93,606-76.5% | $67,579-67.4% |
| Participation rate | 55.7% | 80.6%-24.9pp | 75.8%-20.2pp | 71.3%-15.6pp |
| Annual return | 19.88% | 28.07%-8.2pp | 32.76%-12.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $727 | $2,583-71.9% | $2,718-73.3% | $2,148-66.2% |
| Participant deferral / active EE | $1,261 | $4,060-68.9% | $4,069-69.0% | $3,539-64.4% |
| Admin fee / account holder | $14 | $123-89.0% | $7,888-99.8% | $142-90.5% |