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 | $367,089 |
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 | $31,083 | $32,284-3.7% | $74,550-58.3% | $68,904-54.9% |
| Participation rate | 59.0% | 58.1%+1.0pp | 69.1%-10.1pp | 74.1%-15.1pp |
| Annual return | -4.16% | -4.24%+0.1pp | 32.53%-36.7pp | 1.07%-5.2pp |
| Employer contribution / active EE | $372 | $782-52.5% | $1,961-81.1% | $2,540-85.4% |
| Participant deferral / active EE | $1,931 | $1,518+27.2% | $3,108-37.9% | $4,015-51.9% |
| Admin fee / account holder | $61 | $72-15.8% | $5,060-98.8% | $71-14.9% |