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 | $2,598 |
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 | $90,979 | $84,936+7.1% | $111,297-18.3% | $79,386+14.6% |
| Participation rate | 98.0% | 75.9%+22.2pp | 77.3%+20.7pp | 70.7%+27.3pp |
| Annual return | 13.96% | 17.45%-3.5pp | 54.65%-40.7pp | 116.85%-102.9pp |
| Employer contribution / active EE | $2,061 | $1,979+4.1% | $2,731-24.5% | $2,427-15.1% |
| Participant deferral / active EE | $4,579 | $3,888+17.8% | $4,487+2.1% | $4,046+13.2% |
| Admin fee / account holder | $18 | $537-96.6% | $7,964-99.8% | $626-97.1% |