See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $6,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,808 | $31,388+30.0% | $73,545-44.5% | $62,292-34.5% |
| Participation rate | 9.4% | 39.9%-30.5pp | 54.9%-45.5pp | 69.5%-60.1pp |
| Annual return | 17.39% | 25.34%-7.9pp | -15.16%+32.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $139 | $498-72.0% | $1,219-88.6% | $2,042-93.2% |
| Participant deferral / active EE | $185 | $1,028-82.0% | $1,806-89.7% | $3,169-94.2% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |