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 | $423 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,604 | $130,194+180.8% | $169,993+115.1% | $71,457+411.6% |
| Participation rate | 89.4% | 86.1%+3.3pp | 87.0%+2.4pp | 67.9%+21.5pp |
| Annual return | 18.92% | 20.37%-1.4pp | 53.37%-34.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $9,179 | $4,381+109.5% | $6,785+35.3% | $2,588+254.7% |
| Participant deferral / active EE | $19,038 | $6,923+175.0% | $10,408+82.9% | $4,289+343.9% |
| Admin fee / account holder | $701 | $966-27.4% | $12,815-94.5% | $1,587-55.9% |