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 | $15,507 |
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 | $134,297 | $138,044-2.7% | $125,339+7.1% | $134,475-0.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.32% | 750.33%-748.0pp | 572.05%-569.7pp | 417.96%-415.6pp |
| Employer contribution / active EE | $11,374 | $5,243+116.9% | $4,814+136.3% | $4,740+140.0% |
| Participant deferral / active EE | $5,832 | $7,799-25.2% | $7,446-21.7% | $6,400-8.9% |
| Admin fee / account holder | $3,832 | $11,571-66.9% | $10,010-61.7% | $11,426-66.5% |