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 | $78,016 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,200 | $100,923+210.3% | $150,045+108.7% | $74,304+321.5% |
| Participation rate | 97.2% | 70.1%+27.1pp | 82.3%+14.8pp | 60.3%+36.8pp |
| Annual return | 13.08% | 51.77%-38.7pp | 62.55%-49.5pp | 29.43%-16.3pp |
| Employer contribution / active EE | $12,652 | $3,463+265.3% | $4,693+169.6% | $2,241+464.5% |
| Participant deferral / active EE | $8,247 | $6,709+22.9% | $7,997+3.1% | $3,767+118.9% |
| Admin fee / account holder | $568 | $2,767-79.5% | $13,435-95.8% | $2,969-80.9% |