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 | $13,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,955 | $33,067-3.4% | $76,523-58.2% | $56,287-43.2% |
| Participation rate | 59.2% | 55.4%+3.8pp | 68.0%-8.8pp | 69.9%-10.7pp |
| Annual return | -3.44% | 2.72%-6.2pp | -0.27%-3.2pp | -9.96%+6.5pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,525 | $2,240+12.7% | $3,835-34.2% | $3,350-24.6% |
| Admin fee / account holder | $83 | $537-84.6% | $4,848-98.3% | $521-84.1% |