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 | $94,869 |
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 | $185,522 | $44,642+315.6% | $91,220+103.4% | $66,914+177.3% |
| Participation rate | 76.7% | 64.9%+11.8pp | 73.2%+3.5pp | 69.8%+6.9pp |
| Annual return | -14.55% | -12.29%-2.3pp | 114.01%-128.6pp | 1.58%-16.1pp |
| Employer contribution / active EE | $7,844 | $1,706+359.6% | $2,850+175.2% | $2,544+208.3% |
| Participant deferral / active EE | $5,849 | $3,349+74.7% | $4,234+38.2% | $4,237+38.0% |
| Admin fee / account holder | $467 | $521-10.4% | $5,420-91.4% | $593-21.2% |