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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,744 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,132 | $54,517-2.5% | $75,972-30.1% | $74,495-28.7% |
| Participation rate | 76.2% | 60.3%+15.9pp | 69.1%+7.2pp | 67.2%+9.0pp |
| Annual return | 15.84% | 31.82%-16.0pp | 359.55%-343.7pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,781 | $3,066+23.4% | $4,255-11.1% | $4,346-13.0% |
| Admin fee / account holder | $87 | $2,229-96.1% | $6,467-98.7% | $1,942-95.5% |