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 | $9,680 |
Service code 70 · EIN 47-1411118 | Consulting Fees | $7,500 |
Service code 70 · EIN 99-2539506 | Consulting Fees | $7,500 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,510 | $55,416+18.2% | $75,972-13.8% | $77,643-15.6% |
| Participation rate | 95.1% | 63.6%+31.5pp | 69.1%+26.0pp | 70.6%+24.5pp |
| Annual return | 13.05% | 17.07%-4.0pp | 359.55%-346.5pp | 31.24%-18.2pp |
| Employer contribution / active EE | $3,199 | $1,788+78.9% | $2,685+19.1% | $2,726+17.4% |
| Participant deferral / active EE | $6,491 | $3,447+88.3% | $4,255+52.5% | $4,647+39.7% |
| Admin fee / account holder | $34 | $414-91.7% | $6,467-99.5% | $430-92.0% |