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 | $128,748 |
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 | $124,851 | $100,801+23.9% | $149,696-16.6% | $73,409+70.1% |
| Participation rate | 56.2% | 77.7%-21.5pp | 82.5%-26.3pp | 72.2%-16.0pp |
| Annual return | 17.59% | 265.34%-247.7pp | 276.60%-259.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $1,383 | $3,312-58.2% | $4,644-70.2% | $2,234-38.1% |
| Participant deferral / active EE | $5,800 | $6,404-9.4% | $6,842-15.2% | $3,805+52.4% |
| Admin fee / account holder | $260 | $181+44.0% | $9,309-97.2% | $158+64.9% |