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 15 · EIN 13-5674085 | Recordkeeping | $2,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $66,984 | $85,135-21.3% | $98,907-32.3% | $73,409-8.8% |
| Participation rate | 62.2% | 81.1%-18.9pp | 76.0%-13.8pp | 72.2%-10.0pp |
| Annual return | 21.47% | 19.14%+2.3pp | 196.43%-175.0pp | 59.29%-37.8pp |
| Employer contribution / active EE | $477 | $2,721-82.5% | $2,689-82.3% | $2,234-78.7% |
| Participant deferral / active EE | $2,170 | $4,349-50.1% | $4,244-48.9% | $3,805-43.0% |
| Admin fee / account holder | $21 | $139-84.6% | $6,642-99.7% | $158-86.4% |