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 | $4,375 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,018 | $71,802+249.6% | $133,980+87.4% | $57,658+335.4% |
| Participation rate | 90.5% | 85.5%+5.0pp | 87.1%+3.4pp | 70.2%+20.2pp |
| Annual return | 9.98% | 13.51%-3.5pp | 29.30%-19.3pp | 5.13%+4.9pp |
| Employer contribution / active EE | $15,642 | $3,161+394.8% | $5,211+200.2% | $1,974+692.5% |
| Participant deferral / active EE | $10,795 | $4,606+134.4% | $6,282+71.8% | $3,061+252.7% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |