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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $16,442 |
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.
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 | $52,568 | $63,442-17.1% | $68,791-23.6% | $66,914-21.4% |
| Participation rate | 50.4% | 60.0%-9.6pp | 69.0%-18.7pp | 69.8%-19.4pp |
| Annual return | -12.22% | -8.29%-3.9pp | -6.38%-5.8pp | 1.58%-13.8pp |
| Employer contribution / active EE | $275 | $1,775-84.5% | $2,655-89.7% | $2,544-89.2% |
| Participant deferral / active EE | $2,590 | $2,945-12.0% | $3,941-34.3% | $4,237-38.9% |
| Admin fee / account holder | $364 | $577-36.9% | $4,932-92.6% | $593-38.6% |