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 | $125,608 |
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 | $128,237 | $95,274+34.6% | $135,903-5.6% | $74,419+72.3% |
| Participation rate | 64.6% | 78.2%-13.6pp | 81.9%-17.3pp | 70.7%-6.1pp |
| Annual return | 17.79% | 32.77%-15.0pp | 68.23%-50.4pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,614 | $3,874-58.3% | $4,856-66.8% | $2,637-38.8% |
| Participant deferral / active EE | $7,112 | $7,782-8.6% | $7,758-8.3% | $4,528+57.1% |
| Admin fee / account holder | $237 | $266-10.8% | $10,762-97.8% | $348-31.8% |