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 | $7,775 |
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 | $88,629 | $69,305+27.9% | $82,313+7.7% | $69,631+27.3% |
| Participation rate | 65.6% | 80.3%-14.7pp | 76.9%-11.3pp | 70.7%-5.1pp |
| Annual return | 18.21% | 21.47%-3.3pp | 25.88%-7.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,816 | $1,887-3.7% | $2,428-25.2% | $2,032-10.6% |
| Participant deferral / active EE | $3,590 | $3,568+0.6% | $3,706-3.1% | $3,224+11.4% |
| Admin fee / account holder | $32 | $97-67.0% | $5,608-99.4% | $110-71.0% |