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 | $126,601 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,819 | $104,631+85.2% | $98,439+96.9% | $80,160+141.8% |
| Participation rate | 98.4% | 87.5%+10.9pp | 75.2%+23.2pp | 72.9%+25.5pp |
| Annual return | 17.51% | 34.72%-17.2pp | 21.16%-3.6pp | 40.38%-22.9pp |
| Employer contribution / active EE | $5,270 | $4,517+16.7% | $3,048+72.9% | $2,978+77.0% |
| Participant deferral / active EE | $11,951 | $6,545+82.6% | $4,738+152.3% | $5,017+138.2% |
| Admin fee / account holder | $31 | $105-70.4% | $8,948-99.7% | $145-78.6% |