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 | $78,054 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,571 | $84,487+30.9% | $125,339-11.8% | $66,914+65.2% |
| Participation rate | 93.3% | 76.4%+16.9pp | 82.4%+11.0pp | 69.8%+23.5pp |
| Annual return | -15.89% | -8.39%-7.5pp | 572.05%-587.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,838 | $3,553+8.0% | $4,814-20.3% | $2,544+50.9% |
| Participant deferral / active EE | $7,450 | $6,781+9.9% | $7,4460% | $4,237+75.8% |
| Admin fee / account holder | $587 | $685-14.3% | $10,010-94.1% | $593-1.1% |