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) | $45,314 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,245 |
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 | $158,380 | $91,407+73.3% | $135,903+16.5% | $71,457+121.6% |
| Participation rate | 97.4% | 75.7%+21.8pp | 81.9%+15.5pp | 67.9%+29.5pp |
| Annual return | 25.25% | 29.90%-4.6pp | 68.23%-43.0pp | 28.85%-3.6pp |
| Employer contribution / active EE | $3,216 | $3,703-13.2% | $4,856-33.8% | $2,588+24.3% |
| Participant deferral / active EE | $11,348 | $7,092+60.0% | $7,758+46.3% | $4,289+164.6% |
| Admin fee / account holder | $315 | $1,266-75.1% | $10,762-97.1% | $1,587-80.1% |