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 | $4,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,147 | $65,435+97.4% | $86,677+49.0% | $66,914+93.0% |
| Participation rate | 52.9% | 75.5%-22.6pp | 76.6%-23.7pp | 69.8%-16.9pp |
| Annual return | -14.35% | -10.89%-3.5pp | 35.91%-50.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $3,166 | $2,153+47.1% | $2,836+11.6% | $2,544+24.5% |
| Participant deferral / active EE | $2,204 | $4,100-46.3% | $4,656-52.7% | $4,237-48.0% |
| Admin fee / account holder | $29 | $642-95.5% | $7,493-99.6% | $593-95.1% |