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 | $1,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $57,492 | $37,134+54.8% | $100,671-42.9% | $52,331+9.9% |
| Participation rate | 60.2% | 57.7%+2.5pp | 70.7%-10.5pp | 68.1%-7.9pp |
| Annual return | 0.45% | 0.10%+0.3pp | 20.43%-20.0pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,275 | $1,187+7.4% | $4,012-68.2% | $1,882-32.3% |
| Participant deferral / active EE | $4,719 | $2,163+118.2% | $3,144+50.1% | $3,022+56.2% |
| Admin fee / account holder | $5 | $467-99.0% | $4,850-99.9% | $592-99.2% |