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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,652 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,713 | $101,317+51.7% | $146,958+4.6% | $74,495+106.3% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.2%+9.4pp | 67.2%+24.3pp |
| Annual return | 15.55% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,585 | $3,810-58.4% | $4,933-67.9% | $2,623-39.6% |
| Participant deferral / active EE | $8,778 | $7,303+20.2% | $8,070+8.8% | $4,346+102.0% |
| Admin fee / account holder | $12 | $1,739-99.3% | $12,998-99.9% | $1,942-99.4% |