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 | $125,054 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $305,190 | $111,608+173.4% | $177,821+71.6% | $73,409+315.7% |
| Participation rate | 98.9% | 87.9%+11.1pp | 87.7%+11.2pp | 72.2%+26.7pp |
| Annual return | 10.86% | 18.23%-7.4pp | 48.32%-37.5pp | 59.29%-48.4pp |
| Employer contribution / active EE | $12,170 | $3,796+220.6% | $5,918+105.6% | $2,234+444.9% |
| Participant deferral / active EE | $15,467 | $6,199+149.5% | $7,714+100.5% | $3,805+306.4% |
| Admin fee / account holder | $103 | $166-38.0% | $12,427-99.2% | $158-35.0% |