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 |
|---|---|---|
MERRIL LYNCH1 year Filed as: MERILL LYNCH PIERCE, FENNER & SMITH Service code 28 · EIN 13-5674085 4 WORLK FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $56,063 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,373 | $159,901+126.6% | $146,958+146.6% | $145,922+148.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.07% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $24,174 | $5,286+357.3% | $4,933+390.0% | $4,660+418.8% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5,747 | $15,044-61.8% | $12,998-55.8% | $13,397-57.1% |