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 | $45,024 |
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 | $170,092 | $86,891+95.8% | $142,449+19.4% | $75,163+126.3% |
| Participation rate | 78.9% | 68.5%+10.4pp | 76.8%+2.2pp | 67.2%+11.8pp |
| Annual return | 14.07% | 23.31%-9.2pp | 19.99%-5.9pp | 160.62%-146.6pp |
| Employer contribution / active EE | $18,249 | $3,355+443.9% | $4,847+276.5% | $2,670+583.5% |
| Participant deferral / active EE | $19,444 | $4,938+293.8% | $6,283+209.5% | $4,125+371.4% |
| Admin fee / account holder | $472 | $7,299-93.5% | $10,011-95.3% | $5,651-91.6% |