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 & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $84,297 |
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 | $103,158 | $108,549-5.0% | $156,263-34.0% | $85,563+20.6% |
| Participation rate | 37.1% | 77.1%-40.0pp | 78.9%-41.8pp | 66.0%-28.8pp |
| Annual return | 14.63% | 21.79%-7.2pp | 59.47%-44.8pp | 31.51%-16.9pp |
| Employer contribution / active EE | $1,821 | $2,690-32.3% | $4,333-58.0% | $2,654-31.4% |
| Participant deferral / active EE | $2,901 | $4,800-39.6% | $6,158-52.9% | $4,375-33.7% |
| Admin fee / account holder | $164 | $650-74.7% | $14,255-98.8% | $834-80.3% |