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 | $2,025 |
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 | $22,678 | $63,355-64.2% | $91,989-75.3% | $72,985-68.9% |
| Participation rate | 36.6% | 72.5%-35.9pp | 78.6%-42.0pp | 69.5%-32.9pp |
| Annual return | -82.09% | 35.35%-117.4pp | 69.02%-151.1pp | 81.00%-163.1pp |
| Employer contribution / active EE | $11,012 | $2,116+420.5% | $3,452+219.0% | $2,440+351.3% |
| Participant deferral / active EE | $21,346 | $4,883+337.2% | $5,923+260.4% | $3,607+491.7% |
| Admin fee / account holder | $5,098 | $4,668+9.2% | $7,743-34.2% | $5,124-0.5% |