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 | $17,805 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,612 | $91,407+40.7% | $135,903-5.4% | $71,457+80.0% |
| Participation rate | 91.9% | 75.7%+16.3pp | 81.9%+10.0pp | 67.9%+24.0pp |
| Annual return | 17.96% | 29.90%-11.9pp | 68.23%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,466 | $3,703-60.4% | $4,856-69.8% | $2,588-43.4% |
| Participant deferral / active EE | $8,642 | $7,092+21.9% | $7,758+11.4% | $4,289+101.5% |
| Admin fee / account holder | $96 | $1,266-92.4% | $10,762-99.1% | $1,587-93.9% |