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 | $90,341 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $182,020 | $73,638+147.2% | $95,952+89.7% | $73,488+147.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 11.84% | 16.78%-4.9pp | 91.61%-79.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $3,326 | $1,863+78.5% | $2,541+30.9% | $2,270+46.5% |
| Participant deferral / active EE | $8,793 | $3,617+143.1% | $4,167+111.0% | $3,740+135.1% |
| Admin fee / account holder | $554 | $482+15.0% | $6,795-91.8% | $513+8.0% |