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 | $1,493 |
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 | $40,219 | $59,186-32.0% | $76,768-47.6% | $56,287-28.5% |
| Participation rate | 98.4% | 75.2%+23.2pp | 77.0%+21.4pp | 69.9%+28.5pp |
| Annual return | -3.67% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,029 | $1,759-41.5% | $2,485-58.6% | $2,111-51.3% |
| Participant deferral / active EE | $1,831 | $3,255-43.7% | $3,852-52.5% | $3,350-45.3% |
| Admin fee / account holder | $10 | $489-97.9% | $6,675-99.8% | $521-98.1% |