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 Service code 52 | Indirect Investment Fees | $53,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,848 | $80,753-77.9% | $136,294-86.9% | $62,292-71.3% |
| Participation rate | 16.3% | 73.5%-57.3pp | 81.9%-65.7pp | 69.5%-53.3pp |
| Annual return | 48.60% | 35.83%+12.8pp | 5155.94%-5107.3pp | 28.90%+19.7pp |
| Employer contribution / active EE | $9,236 | $2,884+220.3% | $4,695+96.7% | $2,042+352.2% |
| Participant deferral / active EE | $23,560 | $5,164+356.2% | $6,247+277.1% | $3,169+643.4% |
| Admin fee / account holder | $2 | $525-99.7% | $9,243-100.0% | $479-99.6% |