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 | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,529 | $86,929+97.3% | $102,423+67.5% | $80,856+112.1% |
| Participation rate | 66.2% | 72.4%-6.2pp | 76.5%-10.3pp | 67.6%-1.5pp |
| Annual return | 15.26% | 18.88%-3.6pp | 29.32%-14.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,908 | $2,369+107.1% | $3,023+62.3% | $2,755+78.2% |
| Participant deferral / active EE | $7,294 | $4,118+77.1% | $5,053+44.3% | $4,296+69.8% |
| Admin fee / account holder | $1 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |