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 | $4,560 |
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 | $33,596 | $40,174-16.4% | $84,015-60.0% | $67,579-50.3% |
| Participation rate | 47.1% | 62.7%-15.6pp | 69.0%-21.9pp | 71.3%-24.2pp |
| Annual return | 20.82% | 25.82%-5.0pp | 71.31%-50.5pp | 378.56%-357.7pp |
| Employer contribution / active EE | $269 | $808-66.7% | $1,983-86.5% | $2,148-87.5% |
| Participant deferral / active EE | $1,477 | $2,301-35.8% | $3,239-54.4% | $3,539-58.3% |
| Admin fee / account holder | $8 | $128-93.8% | $6,101-99.9% | $142-94.4% |