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 | $63,709 |
MONNIER & CO3 years Filed as: MONNIER & CO. Service code 10 · EIN 34-1236295 | Accounting | $12,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $248,727 | $65,435+280.1% | $86,677+187.0% | $66,914+271.7% |
| Participation rate | 66.0% | 75.5%-9.5pp | 76.6%-10.6pp | 69.8%-3.8pp |
| Annual return | -14.03% | -10.89%-3.1pp | 35.91%-49.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $8,347 | $2,153+287.6% | $2,836+194.3% | $2,544+228.1% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $774 | $642+20.6% | $7,493-89.7% | $593+30.4% |