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 6-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 | $2,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,801 | $51,288-30.2% | $81,983-56.3% | $73,409-51.2% |
| Participation rate | 44.4% | 64.0%-19.6pp | 69.2%-24.8pp | 72.2%-27.8pp |
| Annual return | 54.64% | 29.48%+25.2pp | 41.31%+13.3pp | 59.29%-4.6pp |
| Employer contribution / active EE | $731 | $1,487-50.8% | $2,498-70.7% | $2,234-67.3% |
| Participant deferral / active EE | $1,223 | $2,715-55.0% | $3,722-67.1% | $3,805-67.9% |
| Admin fee / account holder | $10 | $125-92.3% | $5,664-99.8% | $158-93.9% |