Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,146 | $55,441+37.3% | $76,002+0.2% | $77,671-2.0% |
| Participation rate | 62.1% | 63.6%-1.5pp | 69.1%-7.0pp | 70.6%-8.5pp |
| Annual return | 15.55% | 17.08%-1.5pp | 360.07%-344.5pp | 31.21%-15.7pp |
| Employer contribution / active EE | $2,695 | $1,789+50.6% | $2,688+0.3% | $2,726-1.1% |
| Participant deferral / active EE | $4,379 | $3,451+26.9% | $4,257+2.9% | $4,648-5.8% |
| Admin fee / account holder | $21 | $407-94.7% | $6,414-99.7% | $430-95.0% |