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) | $71,232 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,280 |
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 | $185,588 | $101,317+83.2% | $146,958+26.3% | $74,495+149.1% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 16.71% | 8730.91%-8714.2pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,068 | $3,810-45.7% | $4,933-58.1% | $2,623-21.1% |
| Participant deferral / active EE | $13,370 | $7,303+83.1% | $8,070+65.7% | $4,346+207.6% |
| Admin fee / account holder | $503 | $1,739-71.1% | $12,998-96.1% | $1,942-74.1% |