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 | $1,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,356 | $82,202+72.0% | $125,339+12.8% | $64,808+118.1% |
| Participation rate | 64.1% | 77.9%-13.8pp | 82.4%-18.3pp | 71.5%-7.4pp |
| Annual return | -15.14% | 3.48%-18.6pp | 572.05%-587.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $5,037 | $3,615+39.3% | $4,814+4.6% | $2,506+101.0% |
| Participant deferral / active EE | $11,024 | $7,175+53.6% | $7,446+48.0% | $4,310+155.7% |
| Admin fee / account holder | $6 | $163-96.4% | $10,010-99.9% | $188-96.9% |