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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,146 | $55,416+37.4% | $75,972+0.2% | $77,643-1.9% |
| Participation rate | 62.1% | 63.6%-1.5pp | 69.1%-6.9pp | 70.6%-8.5pp |
| Annual return | 15.55% | 17.07%-1.5pp | 359.55%-344.0pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,695 | $1,788+50.8% | $2,685+0.4% | $2,726-1.1% |
| Participant deferral / active EE | $4,379 | $3,447+27.0% | $4,255+2.9% | $4,647-5.8% |
| Admin fee / account holder | $21 | $414-94.8% | $6,467-99.7% | $430-95.0% |