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 | $182,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,320 | $106,028+33.3% | $146,958-3.8% | $77,643+82.0% |
| Participation rate | 97.4% | 78.4%+19.0pp | 82.2%+15.2pp | 70.6%+26.8pp |
| Annual return | 17.55% | 56.73%-39.2pp | 418.34%-400.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $10,346 | $4,063+154.6% | $4,933+109.7% | $2,726+279.6% |
| Participant deferral / active EE | $15,657 | $7,990+96.0% | $8,070+94.0% | $4,647+236.9% |
| Admin fee / account holder | $1,464 | $337+333.9% | $12,998-88.7% | $430+240.2% |