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 | $202,679 |
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 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 | $196,760 | $88,122+123.3% | $141,162+39.4% | $67,579+191.2% |
| Participation rate | 95.5% | 76.5%+19.0pp | 82.5%+13.0pp | 71.3%+24.2pp |
| Annual return | 19.76% | 75.40%-55.6pp | 71.39%-51.6pp | 378.56%-358.8pp |
| Employer contribution / active EE | $5,290 | $3,224+64.1% | $4,735+11.7% | $2,148+146.3% |
| Participant deferral / active EE | $12,203 | $5,958+104.8% | $6,709+81.9% | $3,539+244.8% |
| Admin fee / account holder | $410 | $131+213.5% | $10,261-96.0% | $142+188.4% |