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 | $20,851 |
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 | $174,977 | $73,102+139.4% | $123,544+41.6% | $56,287+210.9% |
| Participation rate | 88.1% | 74.3%+13.8pp | 82.3%+5.8pp | 69.9%+18.3pp |
| Annual return | -6.10% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $9,743 | $2,977+227.3% | $4,628+110.5% | $2,111+361.5% |
| Participant deferral / active EE | $3,357 | $5,423-38.1% | $6,426-47.8% | $3,350+0.2% |
| Admin fee / account holder | $89 | $554-83.9% | $9,284-99.0% | $521-82.9% |