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 | $700 |
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 | $66,994 | $44,221+51.5% | $121,196-44.7% | $56,287+19.0% |
| Participation rate | 56.7% | 61.1%-4.3pp | 71.7%-15.0pp | 69.9%-13.1pp |
| Annual return | -3.91% | -3.58%-0.3pp | 16.93%-20.8pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,134 | $1,480-23.4% | $4,022-71.8% | $2,111-46.3% |
| Participant deferral / active EE | $4,383 | $2,521+73.8% | $3,344+31.0% | $3,350+30.8% |
| Admin fee / account holder | $3 | $480-99.4% | $5,019-99.9% | $521-99.5% |