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 | $2,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,917 | $136,307-38.4% | $177,821-52.8% | $73,488+14.2% |
| Participation rate | 68.5% | 86.1%-17.6pp | 87.7%-19.2pp | 70.7%-2.1pp |
| Annual return | 17.80% | 18.68%-0.9pp | 48.32%-30.5pp | 28.51%-10.7pp |
| Employer contribution / active EE | $2,240 | $3,712-39.7% | $5,918-62.2% | $2,270-1.3% |
| Participant deferral / active EE | $5,435 | $5,829-6.7% | $7,714-29.5% | $3,740+45.4% |
| Admin fee / account holder | $12 | $596-97.9% | $12,427-99.9% | $513-97.6% |