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 | $2,140 |
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 | $168,105 | $60,165+179.4% | $74,183+126.6% | $55,167+204.7% |
| Participation rate | 92.2% | 74.2%+18.1pp | 76.6%+15.6pp | 69.0%+23.2pp |
| Annual return | 7.65% | 10.00%-2.3pp | 17.74%-10.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $3,770 | $1,600+135.6% | $2,370+59.1% | $1,963+92.1% |
| Participant deferral / active EE | $6,576 | $2,973+121.2% | $3,550+85.2% | $3,054+115.3% |
| Admin fee / account holder | $1 | $419-99.8% | $5,586-100.0% | $504-99.8% |