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 | $74,848 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,679 | $87,870+127.2% | $113,168+76.4% | $74,304+168.7% |
| Participation rate | 87.0% | 70.7%+16.3pp | 76.6%+10.4pp | 60.3%+26.7pp |
| Annual return | 14.81% | 26.44%-11.6pp | 24.27%-9.5pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,173 | $2,277-48.5% | $2,975-60.6% | $2,241-47.7% |
| Participant deferral / active EE | $7,200 | $4,241+69.8% | $5,107+41.0% | $3,767+91.1% |
| Admin fee / account holder | $693 | $3,368-79.4% | $12,068-94.3% | $2,969-76.7% |