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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,945 | $73,397-2.0% | $178,014-59.6% | $74,546-3.5% |
| Participation rate | 86.5% | 66.6%+19.9pp | 77.1%+9.4pp | 67.2%+19.3pp |
| Annual return | 18.68% | 17.49%+1.2pp | 294.80%-276.1pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $562 | $2,217-74.7% | $3,950-85.8% | $2,624-78.6% |
| Participant deferral / active EE | $5,619 | $4,512+24.5% | $6,276-10.5% | $4,347+29.3% |
| Admin fee / account holder | $32 | $1,809-98.2% | $10,362-99.7% | $1,944-98.3% |