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 | $104,130 |
Service code 70 · EIN 27-0546185 | Consulting Fees | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,101 | $88,890+4.7% | $102,423-9.1% | $77,643+19.9% |
| Participation rate | 83.4% | 80.9%+2.5pp | 76.5%+6.9pp | 70.6%+12.8pp |
| Annual return | 11.77% | 24.98%-13.2pp | 29.32%-17.6pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,511 | $2,698-6.9% | $3,023-17.0% | $2,726-7.9% |
| Participant deferral / active EE | $4,516 | $5,145-12.2% | $5,053-10.6% | $4,647-2.8% |
| Admin fee / account holder | $335 | $235+42.2% | $9,451-96.5% | $430-22.2% |