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 9-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 | $5,805 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,358 | $80,005-44.6% | $140,016-68.3% | $55,725-20.4% |
| Participation rate | 70.3% | 87.0%-16.7pp | 87.5%-17.2pp | 70.9%-0.6pp |
| Annual return | -5.50% | 0.46%-6.0pp | 651.12%-656.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $2,017 | $3,403-40.7% | $5,606-64.0% | $2,078-3.0% |
| Participant deferral / active EE | $4,772 | $5,264-9.3% | $6,927-31.1% | $3,356+42.2% |
| Admin fee / account holder | $330 | $116+184.9% | $10,705-96.9% | $115+186.2% |