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 Service code 28 · EIN 13-5674085 | Investment Management | $31,704 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,878 | $71,883+146.1% | $86,677+104.1% | $68,494+158.2% |
| Participation rate | 98.3% | 72.2%+26.1pp | 76.6%+21.8pp | 67.9%+30.4pp |
| Annual return | 3.30% | 3.52%-0.2pp | 35.91%-32.6pp | -7.84%+11.1pp |
| Employer contribution / active EE | $1,177 | $2,173-45.8% | $2,836-58.5% | $2,596-54.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $8,993 | $6,112+47.1% | $7,493+20.0% | $5,403+66.4% |