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 | $133,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,003 | $91,372+42.3% | $129,9950% | $74,419+74.7% |
| Participation rate | 79.7% | 77.8%+1.9pp | 78.5%+1.2pp | 70.7%+9.0pp |
| Annual return | 17.85% | 23.21%-5.4pp | -137.18%+155.0pp | 34.38%-16.5pp |
| Employer contribution / active EE | $4,333 | $2,563+69.0% | $4,320+0.3% | $2,637+64.3% |
| Participant deferral / active EE | $6,902 | $4,721+46.2% | $5,820+18.6% | $4,528+52.4% |
| Admin fee / account holder | $284 | $283+0.2% | $10,614-97.3% | $348-18.3% |