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 | $21,262 |
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 | $97,585 | $76,050+28.3% | $96,544+1.1% | $71,457+36.6% |
| Participation rate | 67.8% | 74.4%-6.7pp | 76.0%-8.2pp | 67.9%-0.2pp |
| Annual return | 17.01% | 22.81%-5.8pp | 25.84%-8.8pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,641 | $2,244-26.9% | $2,965-44.7% | $2,588-36.6% |
| Participant deferral / active EE | $4,758 | $4,215+12.9% | $4,851-1.9% | $4,289+10.9% |
| Admin fee / account holder | $106 | $2,707-96.1% | $8,252-98.7% | $1,587-93.3% |