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 Service code 28 · EIN 13-5674085 | Investment Management | $13,677 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,137 | $89,652+172.3% | $141,162+72.9% | $65,185+274.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 59.05% | 32.79%+26.3pp | 71.39%-12.3pp | 29.38%+29.7pp |
| Employer contribution / active EE | $2,620 | $3,065-14.5% | $4,735-44.7% | $2,177+20.4% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $80 | $569-85.8% | $10,261-99.2% | $847-90.5% |