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 | $350 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $317,104 | $91,552+246.4% | $133,956+136.7% | $79,858+297.1% |
| Participation rate | 92.2% | 73.3%+18.8pp | 79.8%+12.3pp | 69.6%+22.5pp |
| Annual return | 11.71% | 61.85%-50.1pp | 45.09%-33.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,933 | $2,384-18.9% | $3,919-50.7% | $2,471-21.8% |
| Participant deferral / active EE | $10,010 | $3,733+168.1% | $5,048+98.3% | $3,740+167.6% |
| Admin fee / account holder | $3 | $6,321-100.0% | $8,927-100.0% | $5,306-99.9% |