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 | $79,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,066 | $30,072+10.0% | $64,105-48.4% | $67,505-51.0% |
| Participation rate | 53.8% | 59.4%-5.5pp | 68.2%-14.3pp | 71.2%-17.4pp |
| Annual return | -0.30% | 0.30%-0.6pp | 791.24%-791.5pp | 6.52%-6.8pp |
| Employer contribution / active EE | $352 | $725-51.5% | $1,820-80.7% | $2,173-83.8% |
| Participant deferral / active EE | $1,784 | $1,453+22.7% | $2,822-36.8% | $3,597-50.4% |
| Admin fee / account holder | $10 | $62-84.3% | $4,499-99.8% | $56-82.6% |