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 Service code 52 | Indirect Investment Fees | $17,472 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,944 | $80,753-86.4% | $136,294-92.0% | $62,292-82.4% |
| Participation rate | 73.8% | 73.5%+0.2pp | 81.9%-8.1pp | 69.5%+4.3pp |
| Annual return | 16.58% | 35.83%-19.3pp | 5155.94%-5139.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,013 | $2,884-64.9% | $4,695-78.4% | $2,042-50.4% |
| Participant deferral / active EE | $1,955 | $5,164-62.1% | $6,247-68.7% | $3,169-38.3% |
| Admin fee / account holder | $3 | $525-99.4% | $9,243-100.0% | $479-99.3% |