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 | $127,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,678 | $71,142+55.6% | $119,609-7.5% | $64,808+70.8% |
| Participation rate | 80.3% | 78.6%+1.7pp | 79.3%+1.1pp | 71.5%+8.9pp |
| Annual return | -15.36% | -10.01%-5.4pp | -14.97%-0.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $3,902 | $2,497+56.2% | $4,232-7.8% | $2,506+55.7% |
| Participant deferral / active EE | $6,811 | $4,490+51.7% | $5,602+21.6% | $4,310+58.0% |
| Admin fee / account holder | $284 | $162+75.1% | $10,323-97.2% | $188+51.2% |