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 4-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: MERRILLLYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $62,513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,674 |
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 | $180,306 | $79,700+126.2% | $153,485+17.5% | $74,495+142.0% |
| Participation rate | 100.0% | 69.8%+30.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 15.14% | 15.07%+0.1pp | 15.65%-0.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $10,536 | $4,016+162.3% | $5,039+109.1% | $2,623+301.7% |
| Participant deferral / active EE | $9,740 | $5,315+83.3% | $6,757+44.1% | $4,346+124.1% |
| Admin fee / account holder | $318 | $1,790-82.2% | $12,724-97.5% | $1,942-83.6% |