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 3-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: MERRILLY LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $22,597 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Annual investment return 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 | $36,755 | $82,978-55.7% | $129,995-71.7% | $71,457-48.6% |
| Participation rate | 40.0% | 74.1%-34.1pp | 78.5%-38.5pp | 67.9%-27.9pp |
| Annual return | 11.02% | 20.60%-9.6pp | -137.18%+148.2pp | 28.85%-17.8pp |
| Employer contribution / active EE | $223 | $2,622-91.5% | $4,320-94.8% | $2,588-91.4% |
| Participant deferral / active EE | $2,225 | $4,432-49.8% | $5,820-61.8% | $4,289-48.1% |
| Admin fee / account holder | $452 | $1,729-73.8% | $10,614-95.7% | $1,587-71.5% |