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 | $15,403 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $138,766 | $176,056-21.2% | $159,436-13.0% | $167,490-17.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.80% | 331.75%-316.9pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $11,364 | $5,297+114.5% | $4,829+135.3% | $4,837+134.9% |
| Participant deferral / active EE | $5,288 | $7,750-31.8% | $7,352-28.1% | $6,341-16.6% |
| Admin fee / account holder | $1,076 | $12,554-91.4% | $10,799-90.0% | $12,309-91.3% |