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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $287,615 |
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 | $59,887 | $47,202+26.9% | $93,606-36.0% | $99,062-39.5% |
| Participation rate | 47.2% | 57.3%-10.1pp | 68.7%-21.5pp | 71.6%-24.4pp |
| Annual return | 13.92% | 13.08%+0.8pp | 133.20%-119.3pp | 17.66%-3.7pp |
| Employer contribution / active EE | $450 | $1,134-60.3% | $2,420-81.4% | $3,262-86.2% |
| Participant deferral / active EE | $2,323 | $2,296+1.2% | $4,411-47.3% | $5,331-56.4% |
| Admin fee / account holder | $52 | $86-39.2% | $8,285-99.4% | $109-52.1% |