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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $20,895 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,233 | $84,487+17.5% | $125,339-20.8% | $66,914+48.3% |
| Participation rate | 67.3% | 76.4%-9.1pp | 82.4%-15.0pp | 69.8%-2.5pp |
| Annual return | -17.51% | -8.39%-9.1pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,510 | $3,553-29.3% | $4,814-47.8% | $2,544-1.3% |
| Participant deferral / active EE | $5,937 | $6,781-12.5% | $7,446-20.3% | $4,237+40.1% |
| Admin fee / account holder | $447 | $685-34.7% | $10,010-95.5% | $593-24.6% |