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 | $84,540 |
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 | $139,798 | $76,050+83.8% | $96,544+44.8% | $71,457+95.6% |
| Participation rate | 96.9% | 74.4%+22.5pp | 76.0%+20.9pp | 67.9%+29.0pp |
| Annual return | 16.69% | 22.81%-6.1pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,785 | $2,244-20.4% | $2,965-39.8% | $2,588-31.0% |
| Participant deferral / active EE | $5,855 | $4,215+38.9% | $4,851+20.7% | $4,289+36.5% |
| Admin fee / account holder | $556 | $2,707-79.5% | $8,252-93.3% | $1,587-65.0% |