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 27 · EIN 13-5674085 | Advisory (Plan) | $36,827 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,342 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,983 | $84,487+81.1% | $125,339+22.1% | $66,914+128.6% |
| Participation rate | 98.3% | 76.4%+21.9pp | 82.4%+15.9pp | 69.8%+28.5pp |
| Annual return | -17.00% | -8.39%-8.6pp | 572.05%-589.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,923 | $3,553+10.4% | $4,814-18.5% | $2,544+54.2% |
| Participant deferral / active EE | $13,493 | $6,781+99.0% | $7,446+81.2% | $4,237+218.5% |
| Admin fee / account holder | $364 | $685-46.8% | $10,010-96.4% | $593-38.6% |