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 10-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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,150 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,735 | $79,171+85.3% | $102,423+43.3% | $74,495+97.0% |
| Participation rate | 77.6% | 74.8%+2.8pp | 76.5%+1.2pp | 67.2%+10.4pp |
| Annual return | 13.01% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $4,365 | $2,362+84.8% | $3,023+44.4% | $2,623+66.4% |
| Participant deferral / active EE | $6,392 | $4,415+44.8% | $5,053+26.5% | $4,346+47.1% |
| Admin fee / account holder | $300 | $2,001-85.0% | $9,451-96.8% | $1,942-84.6% |