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 | $2,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,463 | $44,059+73.5% | $71,671+6.7% | $69,631+9.8% |
| Participation rate | 40.0% | 60.8%-20.8pp | 68.7%-28.7pp | 70.7%-30.7pp |
| Annual return | 19.33% | 21.97%-2.6pp | 20.65%-1.3pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $378 | $1,305-71.0% | $2,460-84.6% | $2,032-81.4% |
| Participant deferral / active EE | $2,542 | $2,370+7.3% | $3,438-26.0% | $3,224-21.1% |
| Admin fee / account holder | $12 | $108-88.6% | $5,558-99.8% | $110-88.9% |