Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 27 · EIN 13-5674085 | Advisory (Plan) | $45,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,876 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,639 | $79,184+20.8% | $102,438-6.6% | $74,546+28.3% |
| Participation rate | 96.6% | 74.8%+21.9pp | 76.5%+20.2pp | 67.2%+29.4pp |
| Annual return | 15.01% | 54.95%-39.9pp | 29.37%-14.4pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $1,883 | $2,362-20.3% | $3,024-37.7% | $2,624-28.3% |
| Participant deferral / active EE | $6,408 | $4,414+45.2% | $5,054+26.8% | $4,347+47.4% |
| Admin fee / account holder | $325 | $2,001-83.8% | $9,448-96.6% | $1,944-83.3% |