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 | $1,513 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $128,189 | $42,546+201.3% | $71,796+78.5% | $55,167+132.4% |
| Participation rate | 89.0% | 59.1%+29.9pp | 69.1%+19.9pp | 69.0%+20.0pp |
| Annual return | 9.72% | 12.36%-2.6pp | 78.04%-68.3pp | 169.23%-159.5pp |
| Employer contribution / active EE | $2,249 | $803+180.0% | $1,924+16.9% | $1,963+14.6% |
| Participant deferral / active EE | $6,738 | $2,064+226.4% | $2,794+141.1% | $3,054+120.6% |
| Admin fee / account holder | $27 | $650-95.8% | $4,815-99.4% | $504-94.6% |