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 PIERCE FENNER AND SMI Service code 18 · EIN 13-5674085 | Custodial (other than securities) | $77,967 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $534,470 | $109,881+386.4% | $150,045+256.2% | $84,808+530.2% |
| Participation rate | 98.4% | 76.1%+22.3pp | 82.3%+16.1pp | 68.3%+30.1pp |
| Annual return | 11.30% | 28.25%-16.9pp | 62.55%-51.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $8,088 | $3,561+127.1% | $4,693+72.3% | $2,631+207.4% |
| Participant deferral / active EE | $15,623 | $6,636+135.4% | $7,997+95.4% | $4,212+270.9% |
| Admin fee / account holder | $737 | $8,568-91.4% | $13,435-94.5% | $7,344-90.0% |