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 | $4,698 |
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 | $63,706 | $56,972+11.8% | $182,532-65.1% | $65,185-2.3% |
| Participation rate | 93.7% | 66.5%+27.2pp | 78.0%+15.7pp | 70.2%+23.5pp |
| Annual return | 19.96% | 27.67%-7.7pp | 148.54%-128.6pp | 29.38%-9.4pp |
| Employer contribution / active EE | $600 | $1,615-62.8% | $4,076-85.3% | $2,177-72.4% |
| Participant deferral / active EE | $4,003 | $3,526+13.5% | $5,524-27.5% | $3,514+13.9% |
| Admin fee / account holder | $4 | $528-99.2% | $8,592-100.0% | $847-99.5% |