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 | $63,117 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,617 | $101,317-4.6% | $146,958-34.3% | $74,495+29.7% |
| Participation rate | 84.9% | 75.5%+9.4pp | 82.2%+2.8pp | 67.2%+17.7pp |
| Annual return | 18.67% | 8730.91%-8712.2pp | 418.34%-399.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $754 | $3,810-80.2% | $4,933-84.7% | $2,623-71.3% |
| Participant deferral / active EE | $7,976 | $7,303+9.2% | $8,070-1.2% | $4,346+83.5% |
| Admin fee / account holder | $380 | $1,739-78.1% | $12,998-97.1% | $1,942-80.4% |