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 | $5,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,562 | $48,064-28.1% | $78,778-56.1% | $69,631-50.4% |
| Participation rate | 50.5% | 61.6%-11.1pp | 69.2%-18.7pp | 70.7%-20.2pp |
| Annual return | 14.55% | 21.81%-7.3pp | 35.62%-21.1pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $333 | $744-55.3% | $1,986-83.3% | $2,032-83.6% |
| Participant deferral / active EE | $1,920 | $2,079-7.6% | $2,958-35.1% | $3,224-40.4% |
| Admin fee / account holder | $9 | $152-93.9% | $5,134-99.8% | $110-91.5% |