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 | $262,892 |
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 | $226,042 | $91,407+147.3% | $135,903+66.3% | $71,457+216.3% |
| Participation rate | 86.6% | 75.7%+11.0pp | 81.9%+4.7pp | 67.9%+18.7pp |
| Annual return | 15.03% | 29.90%-14.9pp | 68.23%-53.2pp | 28.85%-13.8pp |
| Employer contribution / active EE | $5,613 | $3,703+51.6% | $4,856+15.6% | $2,588+116.9% |
| Participant deferral / active EE | $12,916 | $7,092+82.1% | $7,758+66.5% | $4,289+201.2% |
| Admin fee / account holder | $997 | $1,266-21.2% | $10,762-90.7% | $1,587-37.2% |