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 | $2,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,162 | $56,503+47.2% | $70,092+18.6% | $64,808+28.3% |
| Participation rate | 62.5% | 70.5%-8.0pp | 70.5%-8.0pp | 71.5%-8.9pp |
| Annual return | -12.97% | -13.44%+0.5pp | 190.73%-203.7pp | 32.82%-45.8pp |
| Employer contribution / active EE | $932 | $2,046-54.4% | $2,559-63.6% | $2,506-62.8% |
| Participant deferral / active EE | $3,026 | $3,389-10.7% | $3,849-21.4% | $4,310-29.8% |
| Admin fee / account holder | $5 | $160-96.6% | $6,267-99.9% | $188-97.1% |