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 |
|---|---|---|
Service code 28 · EIN 71-0294708 | Investment Management | $356,174 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 99 · EIN 13-5674085 | Other Fees | $69,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $183,968 | $56,485+225.7% | $185,823-1.0% | $86,799+111.9% |
| Participation rate | 64.6% | 65.5%-0.9pp | 81.7%-17.1pp | 72.3%-7.7pp |
| Annual return | 16.29% | 118.04%-101.7pp | 122.05%-105.8pp | 97.91%-81.6pp |
| Employer contribution / active EE | $2,721 | $1,843+47.7% | $5,167-47.3% | $2,405+13.1% |
| Participant deferral / active EE | $5,221 | $2,553+104.5% | $5,568-6.2% | $4,131+26.4% |
| Admin fee / account holder | $510 | $150+241.1% | $16,237-96.9% | $170+200.9% |