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 8-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 | $306,120 |
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 | $78,499 | $27,322+187.3% | $74,701+5.1% | $82,204-4.5% |
| Participation rate | 40.6% | 31.7%+8.9pp | 54.5%-13.8pp | 73.4%-32.8pp |
| Annual return | 103.03% | 28.26%+74.8pp | 752.92%-649.9pp | 26.31%+76.7pp |
| Employer contribution / active EE | $1,275 | $324+293.5% | $1,084+17.7% | $2,707-52.9% |
| Participant deferral / active EE | $2,219 | $909+144.1% | $1,964+13.0% | $4,246-47.7% |
| Admin fee / account holder | $82 | $86-4.4% | $3,333-97.5% | $76+8.9% |