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 S Service code 15 · EIN 13-5674085 | Recordkeeping | $85,187 |
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 | $202,962 | $89,355+127.1% | $141,162+43.8% | $72,985+178.1% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.3pp | 69.5%+28.3pp |
| Annual return | 19.08% | 111.85%-92.8pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $6,082 | $3,114+95.3% | $4,735+28.4% | $2,440+149.3% |
| Participant deferral / active EE | $14,795 | $5,418+173.1% | $6,709+120.5% | $3,607+310.1% |
| Admin fee / account holder | $655 | $5,958-89.0% | $10,261-93.6% | $5,124-87.2% |