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 | $4,325 |
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 | $271,269 | $81,537+232.7% | $149,718+81.2% | $69,631+289.6% |
| Participation rate | 93.1% | 86.1%+7.0pp | 87.1%+6.0pp | 70.7%+22.4pp |
| Annual return | 16.31% | 22.79%-6.5pp | 1501.63%-1485.3pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $19,598 | $3,239+505.1% | $5,445+259.9% | $2,032+864.4% |
| Participant deferral / active EE | $11,391 | $4,994+128.1% | $6,569+73.4% | $3,224+253.3% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |