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 | Securities brokerage; Investment mana... | $204,715 |
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 | $141,634 | $57,384+146.8% | $106,387+33.1% | $56,287+151.6% |
| Participation rate | 100.0% | 71.3%+28.7pp | 77.5%+22.5pp | 69.9%+30.1pp |
| Annual return | -4.32% | 5.91%-10.2pp | 0.25%-4.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $17,105 | $2,348+628.4% | $3,520+386.0% | $2,111+710.3% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $5,421-100.0% | $3,350-100.0% |
| Admin fee / account holder | $926 | $566+63.6% | $7,510-87.7% | $521+77.8% |