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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $41,930 |
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 | $197,966 | $92,985+112.9% | $153,485+29.0% | $80,856+144.8% |
| Participation rate | 79.5% | 69.0%+10.5pp | 77.1%+2.4pp | 67.6%+11.8pp |
| Annual return | 13.18% | 19.95%-6.8pp | 15.65%-2.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $12,082 | $3,507+244.5% | $5,039+139.8% | $2,755+338.6% |
| Participant deferral / active EE | $12,854 | $5,178+148.2% | $6,757+90.2% | $4,296+199.2% |
| Admin fee / account holder | $471 | $8,880-94.7% | $12,724-96.3% | $6,918-93.2% |