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 | $4,753 |
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 | $76,903 | $39,819+93.1% | $67,834+13.4% | $57,658+33.4% |
| Participation rate | 85.8% | 61.2%+24.5pp | 68.8%+17.0pp | 70.2%+15.5pp |
| Annual return | 16.49% | 9.19%+7.3pp | 138.47%-122.0pp | 5.13%+11.4pp |
| Employer contribution / active EE | $3,387 | $1,277+165.3% | $2,403+40.9% | $1,974+71.6% |
| Participant deferral / active EE | $6,238 | $2,209+182.4% | $3,160+97.4% | $3,061+103.8% |
| Admin fee / account holder | $16 | $84-81.1% | $4,622-99.7% | $95-83.2% |