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 9-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 Service code 26 | Advisory (Participants) | $9,472 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,217 | $65,061-81.2% | $143,757-91.5% | $66,914-81.7% |
| Participation rate | 24.7% | 65.2%-40.5pp | 80.3%-55.6pp | 69.8%-45.1pp |
| Annual return | -13.49% | -11.14%-2.4pp | -0.04%-13.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,539 | $2,919-47.3% | $5,637-72.7% | $4,237-63.7% |
| Admin fee / account holder | $118 | $502-76.6% | $14,673-99.2% | $593-80.2% |