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 | Custodial (other than securities); Se... | $257,283 |
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 | $136,633 | $74,188+84.2% | $115,756+18.0% | $64,808+110.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 71.5%+28.5pp |
| Annual return | -12.70% | -11.81%-0.9pp | 143.14%-155.8pp | 32.82%-45.5pp |
| Employer contribution / active EE | $19,301 | $3,365+473.7% | $3,793+408.9% | $2,506+670.3% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $6,254-100.0% | $4,310-100.0% |
| Admin fee / account holder | $817 | $148+450.6% | $8,124-89.9% | $188+334.9% |