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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $89,112 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,878 | $59,097+111.3% | $82,389+51.6% | $74,304+68.1% |
| Participation rate | 98.3% | 52.8%+45.6pp | 69.5%+28.8pp | 60.3%+38.0pp |
| Annual return | 13.08% | 22.85%-9.8pp | 28.67%-15.6pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,891 | $1,601+18.1% | $2,517-24.9% | $2,241-15.6% |
| Participant deferral / active EE | $4,779 | $2,775+72.2% | $4,155+15.0% | $3,767+26.9% |
| Admin fee / account holder | $320 | $4,489-92.9% | $7,231-95.6% | $2,969-89.2% |