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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $13,826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,422 | $86,655-48.7% | $119,609-62.9% | $66,914-33.6% |
| Participation rate | 66.0% | 75.6%-9.6pp | 79.3%-13.2pp | 69.8%-3.8pp |
| Annual return | -13.14% | -8.00%-5.1pp | -14.97%+1.8pp | 1.58%-14.7pp |
| Employer contribution / active EE | $700 | $2,536-72.4% | $4,232-83.5% | $2,544-72.5% |
| Participant deferral / active EE | $4,931 | $4,358+13.2% | $5,602-12.0% | $4,237+16.4% |
| Admin fee / account holder | $197 | $755-74.0% | $10,323-98.1% | $593-66.9% |