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 | $631 |
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 | $67,244 | $54,380+23.7% | $68,509-1.8% | $59,632+12.8% |
| Participation rate | 84.6% | 70.2%+14.4pp | 74.7%+9.9pp | 68.7%+15.9pp |
| Annual return | -1.46% | 2.83%-4.3pp | 8.27%-9.7pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,232 | $2,643+22.3% | $3,382-4.5% | $3,192+1.3% |
| Admin fee / account holder | $5 | $3,885-99.9% | $5,275-99.9% | $4,297-99.9% |