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 | $49,772 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,603 | $76,912+97.1% | $129,110+17.4% | $68,494+121.3% |
| Participation rate | 90.3% | 69.1%+21.2pp | 77.3%+13.1pp | 67.9%+22.4pp |
| Annual return | -16.30% | -9.78%-6.5pp | -10.94%-5.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $14,656 | $3,243+352.0% | $5,052+190.1% | $2,596+464.5% |
| Participant deferral / active EE | $15,302 | $4,732+223.4% | $6,542+133.9% | $4,027+280.0% |
| Admin fee / account holder | $429 | $6,638-93.5% | $14,302-97.0% | $5,403-92.1% |