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 5-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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $148,932 | $80,968+83.9% | $96,544+54.3% | $75,163+98.1% |
| Participation rate | 63.8% | 71.8%-8.0pp | 76.0%-12.2pp | 67.2%-3.4pp |
| Annual return | 16.91% | 27.06%-10.2pp | 25.84%-8.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $5,043 | $2,282+121.0% | $2,965+70.1% | $2,670+88.9% |
| Participant deferral / active EE | $7,068 | $3,928+79.9% | $4,851+45.7% | $4,125+71.4% |
| Admin fee / account holder | $416 | $6,724-93.8% | $8,252-95.0% | $5,651-92.6% |