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 | $4,364 |
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 | $113,835 | $61,473+85.2% | $81,930+38.9% | $73,409+55.1% |
| Participation rate | 68.9% | 72.4%-3.5pp | 72.0%-3.1pp | 72.2%-3.3pp |
| Annual return | 14.21% | 28.26%-14.0pp | 29.49%-15.3pp | 59.29%-45.1pp |
| Employer contribution / active EE | $2,548 | $1,898+34.3% | $4,310-40.9% | $2,234+14.1% |
| Participant deferral / active EE | $5,789 | $3,080+87.9% | $7,107-18.5% | $3,805+52.1% |
| Admin fee / account holder | $11 | $125-91.4% | $5,158-99.8% | $158-93.2% |