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 | $2,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,436 | $79,523-36.6% | $140,016-64.0% | $56,287-10.4% |
| Participation rate | 68.7% | 85.7%-17.0pp | 87.5%-18.8pp | 69.9%-1.1pp |
| Annual return | 20.03% | 2.39%+17.6pp | 651.12%-631.1pp | -9.96%+30.0pp |
| Employer contribution / active EE | $2,032 | $3,350-39.3% | $5,606-63.7% | $2,111-3.7% |
| Participant deferral / active EE | $4,432 | $5,129-13.6% | $6,927-36.0% | $3,350+32.3% |
| Admin fee / account holder | $13 | $614-97.8% | $10,705-99.9% | $521-97.4% |