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 | $8,554 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $425,727 | $136,307+212.3% | $177,821+139.4% | $73,488+479.3% |
| Participation rate | 92.3% | 86.1%+6.2pp | 87.7%+4.5pp | 70.7%+21.6pp |
| Annual return | 27.82% | 18.68%+9.1pp | 48.32%-20.5pp | 28.51%-0.7pp |
| Employer contribution / active EE | $8,751 | $3,712+135.7% | $5,918+47.9% | $2,270+285.5% |
| Participant deferral / active EE | $17,114 | $5,829+193.6% | $7,714+121.9% | $3,740+357.7% |
| Admin fee / account holder | $566 | $596-4.9% | $12,427-95.4% | $513+10.4% |