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 |
|---|---|---|
Filed as: MERRILL LYNCH-FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $15,392 |
Filed as: MERRILL LYNCH-EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $8,796 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,361 | $73,638-31.6% | $95,952-47.5% | $73,488-31.5% |
| Participation rate | 79.6% | 76.2%+3.5pp | 77.1%+2.6pp | 70.7%+9.0pp |
| Annual return | 14.54% | 16.78%-2.2pp | 91.61%-77.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $365 | $1,863-80.4% | $2,541-85.6% | $2,270-83.9% |
| Participant deferral / active EE | $2,361 | $3,617-34.7% | $4,167-43.3% | $3,740-36.9% |
| Admin fee / account holder | $436 | $482-9.5% | $6,795-93.6% | $513-15.0% |