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 | $3,738 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,890 | $64,909+87.8% | $82,313+48.1% | $62,292+95.7% |
| Participation rate | 90.0% | 74.9%+15.1pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 11.65% | 21.18%-9.5pp | 25.88%-14.2pp | 28.90%-17.2pp |
| Employer contribution / active EE | $1,250 | $1,676-25.4% | $2,428-48.5% | $2,042-38.8% |
| Participant deferral / active EE | $6,056 | $3,103+95.1% | $3,706+63.4% | $3,169+91.1% |
| Admin fee / account holder | $28 | $440-93.7% | $5,608-99.5% | $479-94.2% |