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 6-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 | $3,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,090 | $73,004+52.2% | $90,749+22.4% | $68,494+62.2% |
| Participation rate | 53.6% | 70.8%-17.3pp | 75.7%-22.1pp | 67.9%-14.3pp |
| Annual return | -14.43% | -13.81%-0.6pp | -12.16%-2.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,797 | $2,193-18.0% | $2,921-38.5% | $2,596-30.8% |
| Participant deferral / active EE | $4,345 | $3,627+19.8% | $4,564-4.8% | $4,027+7.9% |
| Admin fee / account holder | $24 | $5,896-99.6% | $8,445-99.7% | $5,403-99.6% |