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 | $775 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $447,031 | $121,341+268.4% | $189,513+135.9% | $79,386+463.1% |
| Participation rate | 92.6% | 86.1%+6.5pp | 87.8%+4.8pp | 70.7%+21.9pp |
| Annual return | 9.75% | 21.08%-11.3pp | 555.15%-545.4pp | 116.85%-107.1pp |
| Employer contribution / active EE | $9,049 | $3,915+131.1% | $6,162+46.9% | $2,427+272.8% |
| Participant deferral / active EE | $17,505 | $6,395+173.7% | $8,221+112.9% | $4,046+332.7% |
| Admin fee / account holder | $1,377 | $651+111.4% | $12,045-88.6% | $626+119.8% |