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 | Sub-transfer agency fees; Securities ... | $269,329 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,425 | $82,978+95.7% | $130,231+24.7% | $74,419+118.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 76.3%+23.7pp | 70.7%+29.3pp |
| Annual return | 12.35% | 123.05%-110.7pp | 38.77%-26.4pp | 34.38%-22.0pp |
| Employer contribution / active EE | $20,674 | $3,391+509.6% | $4,126+401.1% | $2,637+683.9% |
| Participant deferral / active EE | $0 | $5,370-100.0% | $6,799-100.0% | $4,528-100.0% |
| Admin fee / account holder | $831 | $354+134.9% | $6,020-86.2% | $348+139.0% |