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 | $9,774 |
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 | $160,476 | $100,801+59.2% | $149,696+7.2% | $73,409+118.6% |
| Participation rate | 98.5% | 77.7%+20.9pp | 82.5%+16.1pp | 72.2%+26.4pp |
| Annual return | 14.18% | 265.34%-251.2pp | 276.60%-262.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $7,074 | $3,312+113.6% | $4,644+52.3% | $2,234+216.7% |
| Participant deferral / active EE | $12,766 | $6,404+99.3% | $6,842+86.6% | $3,805+235.5% |
| Admin fee / account holder | $23 | $181-87.0% | $9,309-99.7% | $158-85.2% |