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, FEN. & SMITH Service code 18 · EIN 13-5674085 | Custodial (other than securities); Ot... | $9,562 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $192,069-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 13.2%-13.2pp | 4.3%-4.3pp |
| Annual return | -1.09% | 2.81%-3.9pp | -0.79%-0.3pp | 2.81%-3.9pp |
| Employer contribution / active EE | $2,681 | $16,358-83.6% | $28,419-90.6% | $16,358-83.6% |
| Participant deferral / active EE | $0 | $775-100.0% | $37-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $6,324-100.0% | $1,639-100.0% |