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 & SM Service code 26 · EIN 13-5674085 | Advisory (Participants) | $33,917 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $473,197 | $91,190+418.9% | $178,490+165.1% | $79,858+492.5% |
| Participation rate | 93.1% | 69.2%+23.9pp | 81.9%+11.2pp | 69.6%+23.5pp |
| Annual return | 10.26% | 24.19%-13.9pp | 151.07%-140.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $24,953 | $3,256+666.4% | $5,011+398.0% | $2,471+909.9% |
| Participant deferral / active EE | $13,265 | $3,236+309.9% | $5,202+155.0% | $3,740+254.7% |
| Admin fee / account holder | $60,424 | $6,751+795.0% | $13,984+332.1% | $5,306+1038.7% |