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 | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,434 | $33,745-54.3% | $64,105-75.9% | $55,191-72.0% |
| Participation rate | 68.6% | 59.4%+9.3pp | 68.2%+0.5pp | 69.2%-0.5pp |
| Annual return | -0.22% | 4.95%-5.2pp | 791.24%-791.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $232 | $641-63.7% | $1,820-87.2% | $1,899-87.8% |
| Participant deferral / active EE | $1,327 | $1,929-31.2% | $2,822-53.0% | $3,046-56.4% |
| Admin fee / account holder | $6 | $94-93.4% | $4,499-99.9% | $91-93.1% |