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 | $5,935 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,589 | $129,095+56.9% | $184,200+10.0% | $77,671+160.8% |
| Participation rate | 97.9% | 87.3%+10.6pp | 86.8%+11.1pp | 70.6%+27.3pp |
| Annual return | 15.13% | 33.29%-18.2pp | 28.80%-13.7pp | 31.21%-16.1pp |
| Employer contribution / active EE | $3,511 | $4,410-20.4% | $6,424-45.3% | $2,726+28.8% |
| Participant deferral / active EE | $25,591 | $7,300+250.6% | $9,132+180.2% | $4,648+450.6% |
| Admin fee / account holder | $3 | $256-98.9% | $13,907-100.0% | $430-99.3% |