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 28 · EIN 13-5674085 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,093 | $43,423-95.2% | $78,689-97.3% | $55,167-96.2% |
| Participation rate | 78.0% | 68.0%+10.0pp | 73.6%+4.4pp | 69.0%+9.0pp |
| Annual return | 5.59% | 11.53%-5.9pp | 62.18%-56.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $915 | $2,509-63.5% | $3,517-74.0% | $3,054-70.0% |
| Admin fee / account holder | $4 | $416-99.1% | $4,510-99.9% | $504-99.3% |