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 | $87,750 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $225,664 | $98,982+128.0% | $162,163+39.2% | $65,185+246.2% |
| Participation rate | 98.5% | 85.8%+12.7pp | 87.6%+10.9pp | 70.2%+28.3pp |
| Annual return | 20.04% | 24.84%-4.8pp | 115.59%-95.5pp | 29.38%-9.3pp |
| Employer contribution / active EE | $6,822 | $3,467+96.8% | $5,614+21.5% | $2,177+213.4% |
| Participant deferral / active EE | $12,845 | $5,384+138.6% | $7,298+76.0% | $3,514+265.6% |
| Admin fee / account holder | $111 | $596-81.3% | $10,843-99.0% | $847-86.9% |