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 | $63,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,838 | $79,171+40.0% | $102,423+8.2% | $74,495+48.8% |
| Participation rate | 95.7% | 74.8%+20.9pp | 76.5%+19.2pp | 67.2%+28.5pp |
| Annual return | 10.96% | 54.93%-44.0pp | 29.32%-18.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,160 | $2,362-8.6% | $3,023-28.6% | $2,623-17.7% |
| Participant deferral / active EE | $6,710 | $4,415+52.0% | $5,053+32.8% | $4,346+54.4% |
| Admin fee / account holder | $356 | $2,001-82.2% | $9,451-96.2% | $1,942-81.7% |