Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,101 | $88,982+4.6% | $102,438-9.1% | $77,671+19.9% |
| Participation rate | 83.4% | 80.9%+2.5pp | 76.5%+6.9pp | 70.6%+12.8pp |
| Annual return | 11.77% | 25.01%-13.2pp | 29.37%-17.6pp | 31.21%-19.4pp |
| Employer contribution / active EE | $2,511 | $2,698-7.0% | $3,024-17.0% | $2,726-7.9% |
| Participant deferral / active EE | $4,516 | $5,144-12.2% | $5,054-10.6% | $4,648-2.8% |
| Admin fee / account holder | $335 | $236+42.1% | $9,448-96.5% | $430-22.2% |