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 | $925 |
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.
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 | $76,596 | $75,388+1.6% | $123,544-38.0% | $55,725+37.5% |
| Participation rate | 54.2% | 75.7%-21.5pp | 82.3%-28.1pp | 70.9%-16.7pp |
| Annual return | -5.60% | 4.48%-10.1pp | 119.20%-124.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $2,128 | $3,063-30.5% | $4,628-54.0% | $2,078+2.4% |
| Participant deferral / active EE | $1,985 | $5,651-64.9% | $6,426-69.1% | $3,356-40.8% |
| Admin fee / account holder | $6 | $120-95.2% | $9,284-99.9% | $115-95.0% |