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 | $101,950 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $187,322 | $89,739+108.7% | $149,718+25.1% | $62,292+200.7% |
| Participation rate | 98.0% | 85.1%+12.9pp | 87.1%+10.9pp | 69.5%+28.4pp |
| Annual return | 16.46% | 21.01%-4.6pp | 1501.63%-1485.2pp | 28.90%-12.4pp |
| Employer contribution / active EE | $6,750 | $3,233+108.8% | $5,445+24.0% | $2,042+230.5% |
| Participant deferral / active EE | $12,586 | $4,797+162.4% | $6,569+91.6% | $3,169+297.1% |
| Admin fee / account holder | $98 | $551-82.1% | $11,283-99.1% | $479-79.5% |