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 |
|---|---|---|
MERRIL LYNCH1 year Filed as: MERRIL LYNCH, PIERCE, FENNER Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Custodial (other than securities) | $22,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,819 | $92,897-60.4% | $90,782-59.4% | $56,287-34.6% |
| Participation rate | 42.5% | 80.7%-38.2pp | 82.7%-40.2pp | 69.9%-27.4pp |
| Annual return | -8.13% | -2.59%-5.5pp | -3.42%-4.7pp | -9.96%+1.8pp |
| Employer contribution / active EE | $1,403 | $3,871-63.7% | $4,105-65.8% | $2,111-33.5% |
| Participant deferral / active EE | $3,703 | $5,551-33.3% | $5,366-31.0% | $3,350+10.5% |
| Admin fee / account holder | $14 | $440-96.7% | $5,908-99.8% | $521-97.2% |