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 | $107,693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,173 | $91,372+18.4% | $129,995-16.8% | $74,419+45.4% |
| Participation rate | 63.7% | 77.8%-14.0pp | 78.5%-14.7pp | 70.7%-7.0pp |
| Annual return | 15.06% | 23.21%-8.2pp | -137.18%+152.2pp | 34.38%-19.3pp |
| Employer contribution / active EE | $2,490 | $2,563-2.9% | $4,320-42.4% | $2,637-5.6% |
| Participant deferral / active EE | $4,922 | $4,721+4.3% | $5,820-15.4% | $4,528+8.7% |
| Admin fee / account holder | $244 | $283-14.0% | $10,614-97.7% | $348-29.9% |