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 | $13,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,639 | $107,378-54.7% | $108,579-55.2% | $57,658-15.6% |
| Participation rate | 55.7% | 77.1%-21.4pp | 79.6%-23.9pp | 70.2%-14.6pp |
| Annual return | 9.68% | 12.80%-3.1pp | -51.70%+61.4pp | 5.13%+4.5pp |
| Employer contribution / active EE | $1,517 | $1,782-14.8% | $3,758-59.6% | $1,974-23.1% |
| Participant deferral / active EE | $3,129 | $3,221-2.8% | $4,311-27.4% | $3,061+2.2% |
| Admin fee / account holder | $21 | $108-81.1% | $7,645-99.7% | $95-78.3% |