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 | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,292 | $66,310+28.6% | $93,606-8.9% | $65,185+30.8% |
| Participation rate | 65.6% | 74.0%-8.4pp | 75.8%-10.3pp | 70.2%-4.6pp |
| Annual return | 20.99% | 42.58%-21.6pp | 32.76%-11.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $672 | $2,012-66.6% | $2,718-75.3% | $2,177-69.1% |
| Participant deferral / active EE | $2,647 | $3,342-20.8% | $4,069-35.0% | $3,514-24.7% |
| Admin fee / account holder | $7 | $6,897-99.9% | $7,888-99.9% | $847-99.2% |