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 | $2,445 | $53,127-95.4% | $86,590-97.2% | $70,131-96.5% |
| Participation rate | 93.6% | 65.3%+28.3pp | 73.5%+20.1pp | 69.5%+24.1pp |
| Annual return | 16.45% | 27.66%-11.2pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $953 | $2,696-64.7% | $3,609-73.6% | $3,332-71.4% |
| Admin fee / account holder | $3 | $3,585-99.9% | $4,906-99.9% | $4,645-99.9% |