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 CONSULTING SERVICES Service code 50 · EIN 94-1687665 | Direct Payment | $31,492 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,867 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $194,249 | $85,766+126.5% | $136,294+42.5% | $70,131+177.0% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 20.59% | 31.45%-10.9pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $7,781 | $2,966+162.3% | $4,695+65.7% | $2,342+232.2% |
| Participant deferral / active EE | $11,071 | $5,051+119.2% | $6,247+77.2% | $3,332+232.3% |
| Admin fee / account holder | $584 | $5,420-89.2% | $9,243-93.7% | $4,645-87.4% |