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 Service code 18 · EIN 13-5674085 4 WORLD TRADE CENTER · NEW YORK, NY 10281 | Custodial (other than securities); Su... | $23,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,456 | $102,514-61.5% | $97,995-59.7% | $62,292-36.7% |
| Participation rate | 47.6% | 79.5%-31.9pp | 82.4%-34.8pp | 69.5%-21.9pp |
| Annual return | 17.22% | 32.43%-15.2pp | 23.94%-6.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,611 | $3,689-56.3% | $4,158-61.2% | $2,042-21.1% |
| Participant deferral / active EE | $4,297 | $5,308-19.0% | $5,097-15.7% | $3,169+35.6% |
| Admin fee / account holder | $18 | $378-95.4% | $5,943-99.7% | $479-96.3% |