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 SMITH Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $7,472 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,326 | $157,256-47.0% | $141,162-41.0% | $152,861-45.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.20% | 64.32%-55.1pp | 71.39%-62.2pp | 345.32%-336.1pp |
| Employer contribution / active EE | $10,425 | $5,261+98.2% | $4,735+120.2% | $4,762+118.9% |
| Participant deferral / active EE | $4,663 | $7,109-34.4% | $6,709-30.5% | $5,850-20.3% |
| Admin fee / account holder | $2,885 | $12,120-76.2% | $10,261-71.9% | $11,596-75.1% |