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) | $34,850 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,122 |
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 | $85,216 | $138,347-38.4% | $184,203-53.7% | $80,856+5.4% |
| Participation rate | 98.7% | 83.9%+14.8pp | 86.8%+11.9pp | 67.6%+31.0pp |
| Annual return | 14.26% | 20.02%-5.8pp | 28.81%-14.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,360 | $4,850-10.1% | $6,427-32.2% | $2,755+58.3% |
| Participant deferral / active EE | $8,965 | $7,071+26.8% | $9,131-1.8% | $4,296+108.7% |
| Admin fee / account holder | $325 | $10,483-96.9% | $13,901-97.7% | $6,918-95.3% |