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 | $12,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,950 | $44,764-17.5% | $68,791-46.3% | $64,808-43.0% |
| Participation rate | 43.1% | 64.8%-21.7pp | 69.0%-25.9pp | 71.5%-28.4pp |
| Annual return | 26.06% | -10.91%+37.0pp | -6.38%+32.4pp | 32.82%-6.8pp |
| Employer contribution / active EE | $1,340 | $1,775-24.5% | $2,655-49.5% | $2,506-46.5% |
| Participant deferral / active EE | $2,126 | $3,238-34.3% | $3,941-46.1% | $4,310-50.7% |
| Admin fee / account holder | $27 | $151-81.9% | $4,932-99.4% | $188-85.4% |