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 | $750 |
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 | $112,673 | $155,795-27.7% | $136,294-17.3% | $69,631+61.8% |
| Participation rate | 73.9% | 75.2%-1.4pp | 81.9%-8.0pp | 70.7%+3.2pp |
| Annual return | 18.06% | 232464.33%-232446.3pp | 5155.94%-5137.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $3,343 | $2,991+11.8% | $4,695-28.8% | $2,032+64.5% |
| Participant deferral / active EE | $6,412 | $5,394+18.9% | $6,247+2.6% | $3,224+98.9% |
| Admin fee / account holder | $154 | $128+20.2% | $9,243-98.3% | $110+39.6% |