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 | $55,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,092 | $99,957-1.9% | $149,696-34.5% | $73,488+33.5% |
| Participation rate | 63.1% | 75.7%-12.6pp | 82.5%-19.4pp | 70.7%-7.6pp |
| Annual return | 12.90% | 53.87%-41.0pp | 276.60%-263.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,101 | $3,191-34.1% | $4,644-54.8% | $2,270-7.4% |
| Participant deferral / active EE | $3,917 | $6,073-35.5% | $6,842-42.7% | $3,740+4.8% |
| Admin fee / account holder | $370 | $551-32.8% | $9,309-96.0% | $513-27.9% |