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 | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $48,897 | $71,666-31.8% | $117,854-58.5% | $69,631-29.8% |
| Participation rate | 51.0% | 77.5%-26.6pp | 79.7%-28.7pp | 70.7%-19.7pp |
| Annual return | 15.83% | 18.86%-3.0pp | 335.08%-319.2pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $394 | $1,889-79.2% | $3,786-89.6% | $2,032-80.6% |
| Participant deferral / active EE | $2,214 | $3,340-33.7% | $4,482-50.6% | $3,224-31.3% |
| Admin fee / account holder | $15 | $120-87.8% | $8,020-99.8% | $110-86.7% |