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 Service code 26 · EIN 13-5674085 150 N. COLLEGE ST · CHARLOTTE, NC 28202 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,863 | $101,499-17.4% | $147,005-43.0% | $74,546+12.5% |
| Participation rate | 72.7% | 75.5%-2.9pp | 82.2%-9.5pp | 67.2%+5.5pp |
| Annual return | 24.49% | 8732.34%-8707.9pp | 418.76%-394.3pp | 1366.03%-1341.5pp |
| Employer contribution / active EE | $5,051 | $3,811+32.5% | $4,934+2.4% | $2,624+92.4% |
| Participant deferral / active EE | $8,465 | $7,304+15.9% | $8,070+4.9% | $4,347+94.7% |
| Admin fee / account holder | $528 | $1,748-69.8% | $13,006-95.9% | $1,944-72.8% |