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 | $1,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,468 | $63,905+16.5% | $74,183+0.4% | $57,658+29.2% |
| Participation rate | 66.6% | 79.8%-13.2pp | 76.6%-10.1pp | 70.2%-3.7pp |
| Annual return | 9.23% | 60.60%-51.4pp | 17.74%-8.5pp | 5.13%+4.1pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,388 | $3,448-1.7% | $3,550-4.6% | $3,061+10.7% |
| Admin fee / account holder | $39 | $91-57.2% | $5,586-99.3% | $95-58.8% |