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 | $88,074 |
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 | $107,643 | $55,790+92.9% | $76,817+40.1% | $67,579+59.3% |
| Participation rate | 67.6% | 71.1%-3.5pp | 72.1%-4.5pp | 71.3%-3.7pp |
| Annual return | 24.13% | 64.45%-40.3pp | 1166.11%-1142.0pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2,454 | $1,810+35.5% | $2,302+6.6% | $2,148+14.2% |
| Participant deferral / active EE | $5,600 | $2,875+94.8% | $3,336+67.9% | $3,539+58.2% |
| Admin fee / account holder | $248 | $159+56.0% | $6,420-96.1% | $142+74.5% |