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 7-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 27 · EIN 13-5674085 | Advisory (Plan) | $65,110 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,244 |
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 | $114,868 | $87,870+30.7% | $113,168+1.5% | $74,304+54.6% |
| Participation rate | 95.5% | 70.7%+24.8pp | 76.6%+18.9pp | 60.3%+35.2pp |
| Annual return | 15.92% | 26.44%-10.5pp | 24.27%-8.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,043 | $2,277-10.3% | $2,975-31.3% | $2,241-8.8% |
| Participant deferral / active EE | $6,874 | $4,241+62.1% | $5,107+34.6% | $3,767+82.5% |
| Admin fee / account holder | $453 | $3,368-86.5% | $12,068-96.2% | $2,969-84.7% |