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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $59,912 |
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 | $160,285 | $79,171+102.5% | $102,423+56.5% | $74,495+115.2% |
| Participation rate | 97.6% | 74.8%+22.8pp | 76.5%+21.1pp | 67.2%+30.4pp |
| Annual return | 15.21% | 54.93%-39.7pp | 29.32%-14.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,913 | $2,362-19.0% | $3,023-36.7% | $2,623-27.1% |
| Participant deferral / active EE | $6,368 | $4,415+44.2% | $5,053+26.0% | $4,346+46.5% |
| Admin fee / account holder | $405 | $2,001-79.8% | $9,451-95.7% | $1,942-79.2% |