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 & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $1,755 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,637 | $80,753+133.6% | $136,294+38.4% | $62,292+202.8% |
| Participation rate | 86.7% | 73.5%+13.1pp | 81.9%+4.7pp | 69.5%+17.2pp |
| Annual return | 15.40% | 35.83%-20.4pp | 5155.94%-5140.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $9,092 | $2,884+215.3% | $4,695+93.6% | $2,042+345.2% |
| Participant deferral / active EE | $3,156 | $5,164-38.9% | $6,247-49.5% | $3,169-0.4% |
| Admin fee / account holder | $12 | $525-97.7% | $9,243-99.9% | $479-97.5% |