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 26 250 MONROE AVE. NW · GRAND RAPIDS, MI 49503 | Advisory (Participants) | $12,026 |
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 | $25,614 | $51,315-50.1% | $95,745-73.2% | $71,457-64.2% |
| Participation rate | 97.4% | 63.0%+34.4pp | 72.3%+25.2pp | 67.9%+29.5pp |
| Annual return | 22.41% | 25.26%-2.9pp | 28.35%-5.9pp | 28.85%-6.4pp |
| Employer contribution / active EE | $1,518 | $1,819-16.5% | $2,835-46.4% | $2,588-41.3% |
| Participant deferral / active EE | $4,263 | $3,358+26.9% | $4,245+0.4% | $4,289-0.6% |
| Admin fee / account holder | $105 | $1,137-90.8% | $5,678-98.2% | $1,587-93.4% |