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 Service code 26 · EIN 13-5674085 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Participants) | $12,273 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,806 | $64,119-42.6% | $112,228-67.2% | $66,914-45.0% |
| Participation rate | 59.2% | 68.5%-9.3pp | 75.1%-15.9pp | 69.8%-10.6pp |
| Annual return | -15.67% | -13.81%-1.9pp | 27.45%-43.1pp | 1.58%-17.3pp |
| Employer contribution / active EE | $477 | $3,005-84.1% | $3,635-86.9% | $2,544-81.2% |
| Participant deferral / active EE | $2,485 | $3,693-32.7% | $4,728-47.4% | $4,237-41.3% |
| Admin fee / account holder | $283 | $625-54.7% | $6,410-95.6% | $593-52.2% |