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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $23,361 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,298 |
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 | $118,785 | $109,881+8.1% | $150,045-20.8% | $84,808+40.1% |
| Participation rate | 79.5% | 76.1%+3.4pp | 82.3%-2.8pp | 68.3%+11.2pp |
| Annual return | 18.16% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,295 | $3,561-35.6% | $4,693-51.1% | $2,631-12.8% |
| Participant deferral / active EE | $5,828 | $6,636-12.2% | $7,997-27.1% | $4,212+38.4% |
| Admin fee / account holder | $542 | $8,568-93.7% | $13,435-96.0% | $7,344-92.6% |