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 | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,008 | $86,225-0.3% | $146,665-41.4% | $86,799-0.9% |
| Participation rate | 59.1% | 78.0%-18.9pp | 80.1%-21.0pp | 72.3%-13.2pp |
| Annual return | 12.59% | 31.23%-18.6pp | 22.74%-10.2pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,595 | $2,392-33.3% | $4,136-61.4% | $2,405-33.7% |
| Participant deferral / active EE | $2,194 | $4,245-48.3% | $5,506-60.1% | $4,131-46.9% |
| Admin fee / account holder | $1 | $195-99.7% | $10,280-100.0% | $170-99.6% |