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 | $50,357 |
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 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 | $94,052 | $89,652+4.9% | $141,162-33.4% | $65,185+44.3% |
| Participation rate | 75.7% | 74.7%+1.0pp | 82.5%-6.7pp | 70.2%+5.5pp |
| Annual return | 19.02% | 32.79%-13.8pp | 71.39%-52.4pp | 29.38%-10.4pp |
| Employer contribution / active EE | $2,123 | $3,065-30.7% | $4,735-55.2% | $2,177-2.5% |
| Participant deferral / active EE | $4,091 | $5,691-28.1% | $6,709-39.0% | $3,514+16.4% |
| Admin fee / account holder | $372 | $569-34.5% | $10,261-96.4% | $847-56.0% |