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 | $26,650 |
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 | $64,494 | $69,159-6.7% | $125,175-48.5% | $67,579-4.6% |
| Participation rate | 44.7% | 78.2%-33.5pp | 79.8%-35.1pp | 71.3%-26.6pp |
| Annual return | 22.54% | 27.12%-4.6pp | 43.79%-21.2pp | 378.56%-356.0pp |
| Employer contribution / active EE | $391 | $2,023-80.7% | $3,865-89.9% | $2,148-81.8% |
| Participant deferral / active EE | $2,011 | $3,700-45.6% | $4,937-59.3% | $3,539-43.2% |
| Admin fee / account holder | $55 | $142-61.0% | $9,702-99.4% | $142-61.1% |