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 6-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 27 250 MONROE AVE. NW · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $10,921 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,009 | $44,642-61.9% | $91,220-81.4% | $66,914-74.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.2%+26.8pp | 69.8%+30.2pp |
| Annual return | -19.96% | -12.29%-7.7pp | 114.01%-134.0pp | 1.58%-21.5pp |
| Employer contribution / active EE | $1,470 | $1,706-13.8% | $2,850-48.4% | $2,544-42.2% |
| Participant deferral / active EE | $3,984 | $3,349+19.0% | $4,234-5.9% | $4,237-6.0% |
| Admin fee / account holder | $99 | $521-81.0% | $5,420-98.2% | $593-83.3% |