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) | $23,408 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,893 |
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 | $72,844 | $80,731-9.8% | $103,374-29.5% | $74,546-2.3% |
| Participation rate | 62.0% | 65.7%-3.7pp | 74.5%-12.5pp | 67.2%-5.2pp |
| Annual return | 13.32% | 27.56%-14.2pp | 24.89%-11.6pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $3,118 | $3,158-1.3% | $3,869-19.4% | $2,624+18.8% |
| Participant deferral / active EE | $6,530 | $3,860+69.2% | $5,058+29.1% | $4,347+50.2% |
| Admin fee / account holder | $217 | $2,369-90.8% | $8,394-97.4% | $1,944-88.8% |