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 | $116,081-11.1% | $156,181-33.9% | $79,634+29.5% |
| Participation rate | 37.1% | 75.6%-38.4pp | 78.8%-41.7pp | 62.5%-25.4pp |
| Annual return | 14.63% | 15.89%-1.3pp | 64.87%-50.2pp | 36.46%-21.8pp |
| Employer contribution / active EE | $1,821 | $2,828-35.6% | $4,294-57.6% | $2,529-28.0% |
| Participant deferral / active EE | $2,901 | $4,584-36.7% | $6,132-52.7% | $3,835-24.4% |
| Admin fee / account holder | $164 | $854-80.8% | $14,586-98.9% | $1,002-83.6% |