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 | $34,240 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,945 | $86,225-7.3% | $146,665-45.5% | $86,799-7.9% |
| Participation rate | 41.9% | 78.0%-36.0pp | 80.1%-38.1pp | 72.3%-30.3pp |
| Annual return | 14.86% | 31.23%-16.4pp | 22.74%-7.9pp | 97.91%-83.0pp |
| Employer contribution / active EE | $435 | $2,392-81.8% | $4,136-89.5% | $2,405-81.9% |
| Participant deferral / active EE | $2,512 | $4,245-40.8% | $5,506-54.4% | $4,131-39.2% |
| Admin fee / account holder | $76 | $195-61.1% | $10,280-99.3% | $170-55.2% |