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, & SM Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $4,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,049 | $68,413+252.3% | $123,104+95.8% | $55,191+336.8% |
| Participation rate | 93.2% | 84.5%+8.7pp | 86.8%+6.4pp | 69.2%+24.0pp |
| Annual return | -1.22% | 6.30%-7.5pp | 13.22%-14.4pp | 10.78%-12.0pp |
| Employer contribution / active EE | $16,816 | $3,050+451.3% | $5,151+226.5% | $1,899+785.7% |
| Participant deferral / active EE | $10,821 | $4,490+141.0% | $6,230+73.7% | $3,046+255.2% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |