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 | $525 |
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 | $61,453 | $70,002-12.2% | $115,037-46.6% | $52,331+17.4% |
| Participation rate | 63.3% | 72.1%-8.8pp | 81.4%-18.1pp | 68.1%-4.8pp |
| Annual return | -0.94% | 4.04%-5.0pp | 26.14%-27.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,219 | $2,715-55.1% | $4,608-73.5% | $1,882-35.2% |
| Participant deferral / active EE | $6,245 | $4,920+26.9% | $6,026+3.6% | $3,022+106.7% |
| Admin fee / account holder | $167 | $566-70.5% | $8,175-98.0% | $592-71.8% |