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 | $31,045 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $302,763 | $80,753+274.9% | $136,294+122.1% | $62,292+386.0% |
| Participation rate | 96.0% | 73.5%+22.5pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 14.01% | 35.83%-21.8pp | 5155.94%-5141.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $7,229 | $2,884+150.7% | $4,695+53.9% | $2,042+254.0% |
| Participant deferral / active EE | $9,325 | $5,164+80.6% | $6,247+49.3% | $3,169+194.3% |
| Admin fee / account holder | $104 | $525-80.2% | $9,243-98.9% | $479-78.3% |