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 7-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 & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $207,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $128,059 | $52,149+145.6% | $122,332+4.7% | $77,958+64.3% |
| Participation rate | 56.0% | 58.6%-2.6pp | 71.6%-15.6pp | 71.6%-15.7pp |
| Annual return | 15.67% | 17.75%-2.1pp | 30.27%-14.6pp | 20.87%-5.2pp |
| Employer contribution / active EE | $3,621 | $1,750+107.0% | $4,050-10.6% | $2,310+56.7% |
| Participant deferral / active EE | $7,933 | $2,114+275.2% | $3,287+141.4% | $3,537+124.3% |
| Admin fee / account holder | $140 | $93+50.2% | $5,478-97.4% | $97+43.8% |