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 | $108,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,613 | $71,142+44.2% | $119,609-14.2% | $64,808+58.3% |
| Participation rate | 71.0% | 78.6%-7.6pp | 79.3%-8.3pp | 71.5%-0.5pp |
| Annual return | -15.27% | -10.01%-5.3pp | -14.97%-0.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,627 | $2,497+5.2% | $4,232-37.9% | $2,506+4.9% |
| Participant deferral / active EE | $5,233 | $4,490+16.6% | $5,602-6.6% | $4,310+21.4% |
| Admin fee / account holder | $262 | $162+61.8% | $10,323-97.5% | $188+39.6% |