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 | $4,600 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,820 | $155,795-17.3% | $136,294-5.5% | $69,631+85.0% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 70.7%+27.1pp |
| Annual return | 16.02% | 232464.33%-232448.3pp | 5155.94%-5139.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $4,038 | $2,991+35.0% | $4,695-14.0% | $2,032+98.7% |
| Participant deferral / active EE | $12,098 | $5,394+124.3% | $6,247+93.7% | $3,224+275.3% |
| Admin fee / account holder | $126 | $128-2.1% | $9,243-98.6% | $110+13.7% |