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 | $9,542 |
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 | $63,564 | $48,576+30.9% | $169,463-62.5% | $56,287+12.9% |
| Participation rate | 86.7% | 65.8%+20.9pp | 77.8%+8.9pp | 69.9%+16.9pp |
| Annual return | -7.05% | -2.51%-4.5pp | 1.83%-8.9pp | -9.96%+2.9pp |
| Employer contribution / active EE | $589 | $1,559-62.2% | $4,159-85.8% | $2,111-72.1% |
| Participant deferral / active EE | $4,107 | $3,275+25.4% | $5,277-22.2% | $3,350+22.6% |
| Admin fee / account holder | $3 | $435-99.2% | $9,109-100.0% | $521-99.3% |