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 | $80,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,808 | $54,517+101.4% | $75,972+44.5% | $74,495+47.4% |
| Participation rate | 97.5% | 60.3%+37.2pp | 69.1%+28.5pp | 67.2%+30.3pp |
| Annual return | 23.94% | 31.82%-7.9pp | 359.55%-335.6pp | 1364.94%-1341.0pp |
| Employer contribution / active EE | $1,860 | $1,777+4.6% | $2,685-30.7% | $2,623-29.1% |
| Participant deferral / active EE | $4,318 | $3,066+40.9% | $4,255+1.5% | $4,346-0.6% |
| Admin fee / account holder | $309 | $2,229-86.1% | $6,467-95.2% | $1,942-84.1% |