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 | $39,207 |
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 | $18,806 | $29,988-37.3% | $81,478-76.9% | $80,976-76.8% |
| Participation rate | 12.8% | 32.0%-19.2pp | 68.0%-55.2pp | 68.3%-55.5pp |
| Annual return | 17.73% | 51.73%-34.0pp | 38.78%-21.1pp | 22.91%-5.2pp |
| Employer contribution / active EE | $240 | $470-48.8% | $2,568-90.6% | $2,402-90.0% |
| Participant deferral / active EE | $189 | $1,209-84.4% | $3,537-94.7% | $3,848-95.1% |
| Admin fee / account holder | $43 | $63-32.1% | $4,561-99.1% | $67-36.8% |