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 | $3,225 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,445 | $72,607+6.7% | $90,749-14.7% | $66,914+15.7% |
| Participation rate | 96.2% | 73.7%+22.6pp | 75.7%+20.5pp | 69.8%+26.4pp |
| Annual return | -8.80% | -12.28%+3.5pp | -12.16%+3.4pp | 1.58%-10.4pp |
| Employer contribution / active EE | $323 | $2,369-86.4% | $2,921-88.9% | $2,544-87.3% |
| Participant deferral / active EE | $487 | $3,977-87.8% | $4,564-89.3% | $4,237-88.5% |
| Admin fee / account holder | $5 | $707-99.3% | $8,445-99.9% | $593-99.1% |