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 | $2,508 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $89,518 | $80,753+10.9% | $136,294-34.3% | $62,292+43.7% |
| Participation rate | 90.4% | 73.5%+16.9pp | 81.9%+8.5pp | 69.5%+20.9pp |
| Annual return | 16.21% | 35.83%-19.6pp | 5155.94%-5139.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,709 | $2,884-6.0% | $4,695-42.3% | $2,042+32.7% |
| Participant deferral / active EE | $7,729 | $5,164+49.7% | $6,247+23.7% | $3,169+143.9% |
| Admin fee / account holder | $859 | $525+63.5% | $9,243-90.7% | $479+79.2% |