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 | $9,870 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,607 | $104,475+13.5% | $159,436-25.6% | $79,386+49.4% |
| Participation rate | 88.8% | 76.6%+12.2pp | 82.8%+6.0pp | 70.7%+18.1pp |
| Annual return | 15.20% | 67.95%-52.8pp | 263.57%-248.4pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,347 | $3,417-60.6% | $4,829-72.1% | $2,427-44.5% |
| Participant deferral / active EE | $6,954 | $6,467+7.5% | $7,352-5.4% | $4,046+71.9% |
| Admin fee / account holder | $52 | $711-92.7% | $10,799-99.5% | $626-91.8% |