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 | $395 |
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 | $147,585 | $46,869+214.9% | $122,332+20.6% | $70,131+110.4% |
| Participation rate | 39.6% | 58.2%-18.6pp | 71.6%-32.0pp | 69.5%-30.0pp |
| Annual return | 14.26% | 24.22%-10.0pp | 30.27%-16.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,686 | $2,166+24.0% | $3,287-18.3% | $3,332-19.4% |
| Admin fee / account holder | $7 | $3,322-99.8% | $5,478-99.9% | $4,645-99.8% |