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: MERRILLLYNCH RETIR BENEFIT SERVICES Service code 27 · EIN 13-5674085 | Advisory (Plan) | $28,228 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,244 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,592 | $106,749+27.0% | $145,433-6.8% | $82,448+64.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.56% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $7,249 | $3,444+110.5% | $4,554+59.2% | $2,551+184.2% |
| Participant deferral / active EE | $10,884 | $6,519+67.0% | $7,897+37.8% | $4,139+162.9% |
| Admin fee / account holder | $392 | $8,390-95.3% | $13,129-97.0% | $7,234-94.6% |