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 | $120 |
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 | $328,456 | $102,553+220.3% | $151,611+116.6% | $66,914+390.9% |
| Participation rate | 90.3% | 85.5%+4.8pp | 87.5%+2.8pp | 69.8%+20.5pp |
| Annual return | -23.32% | -10.82%-12.5pp | 3.33%-26.6pp | 1.58%-24.9pp |
| Employer contribution / active EE | $8,982 | $4,180+114.9% | $6,166+45.7% | $2,544+253.0% |
| Participant deferral / active EE | $18,287 | $6,641+175.4% | $8,363+118.7% | $4,237+331.6% |
| Admin fee / account holder | $1,172 | $630+86.1% | $11,616-89.9% | $593+97.6% |