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 SMIT Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,986 | $75,388-60.2% | $123,544-75.7% | $55,725-46.2% |
| Participation rate | 69.1% | 75.7%-6.6pp | 82.3%-13.2pp | 70.9%-1.8pp |
| Annual return | -4.52% | 4.48%-9.0pp | 119.20%-123.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $8,008 | $3,063+161.4% | $4,628+73.0% | $2,078+285.3% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $97 | $120-19.1% | $9,284-99.0% | $115-15.9% |