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 18 · EIN 13-5674085 | Investment management; Securities bro... | $166,846 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,101 | $62,561+147.9% | $105,218+47.4% | $52,331+196.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 77.2%+22.8pp | 68.1%+31.9pp |
| Annual return | -0.63% | 8.71%-9.3pp | 5.33%-6.0pp | 4.54%-5.2pp |
| Employer contribution / active EE | $15,877 | $2,137+642.8% | $3,255+387.8% | $1,882+743.8% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,867-100.0% | $3,022-100.0% |
| Admin fee / account holder | $987 | $198+397.3% | $6,992-85.9% | $592+66.8% |