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 | $2,150 |
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 | $132,930 | $79,944+66.3% | $98,439+35.0% | $75,163+76.9% |
| Participation rate | 51.7% | 70.4%-18.6pp | 75.2%-23.4pp | 67.2%-15.5pp |
| Annual return | 12.81% | 19.75%-6.9pp | 21.16%-8.3pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,025 | $2,264-10.5% | $3,048-33.6% | $2,670-24.1% |
| Participant deferral / active EE | $5,240 | $3,752+39.7% | $4,738+10.6% | $4,125+27.0% |
| Admin fee / account holder | $15 | $6,840-99.8% | $8,948-99.8% | $5,651-99.7% |