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 8-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: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,282 | $229,191-99.0% | $86,874-97.4% | - |
| Participation rate | 0.0% | 68.8%-68.8pp | 71.6%-71.6pp | - |
| Annual return | 9.36% | 12.30%-2.9pp | 63.52%-54.2pp | - |
| Employer contribution / active EE | $0 | $2,220-100.0% | $2,495-100.0% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $3,699-100.0% | - |
| Admin fee / account holder | $120,877 | $25,423+375.5% | $5,828+1974.0% | - |