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 | $3,113 |
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 | $225,118 | $85,766+162.5% | $136,294+65.2% | $70,131+221.0% |
| Participation rate | 98.6% | 74.2%+24.5pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 15.28% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $8,898 | $2,966+200.0% | $4,695+89.5% | $2,342+279.9% |
| Participant deferral / active EE | $11,487 | $5,051+127.4% | $6,247+83.9% | $3,332+244.8% |
| Admin fee / account holder | $27 | $5,420-99.5% | $9,243-99.7% | $4,645-99.4% |