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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,001 |
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 | $97,953 | $88,083+11.2% | $164,813-40.6% | $74,495+31.5% |
| Participation rate | 58.7% | 73.0%-14.3pp | 78.6%-19.9pp | 67.2%-8.5pp |
| Annual return | 11.51% | 17.26%-5.8pp | 69.93%-58.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,990 | $2,593+15.3% | $4,341-31.1% | $2,623+14.0% |
| Participant deferral / active EE | $2,952 | $4,498-34.4% | $6,031-51.1% | $4,346-32.1% |
| Admin fee / account holder | $7 | $2,234-99.7% | $12,690-99.9% | $1,942-99.7% |