Filed January 9, 2025
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 | $5,407 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,911 | $48,277-69.1% | $63,517-76.5% | $55,191-73.0% |
| Participation rate | 79.3% | 69.4%+9.9pp | 71.0%+8.3pp | 69.2%+10.1pp |
| Annual return | 0.29% | 2.37%-2.1pp | -70.30%+70.6pp | 10.78%-10.5pp |
| Employer contribution / active EE | $870 | $1,592-45.4% | $2,322-62.5% | $1,899-54.2% |
| Participant deferral / active EE | $1,239 | $2,432-49.1% | $2,953-58.1% | $3,046-59.3% |
| Admin fee / account holder | $9 | $86-89.7% | $5,892-99.9% | $91-90.3% |