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 | $1,163 |
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 | $139,062 | $51,466+170.2% | $78,778+76.5% | $62,292+123.2% |
| Participation rate | 91.2% | 59.8%+31.4pp | 69.2%+22.0pp | 69.5%+21.7pp |
| Annual return | 15.42% | 19.96%-4.5pp | 35.62%-20.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $2,155 | $827+160.4% | $1,986+8.5% | $2,042+5.5% |
| Participant deferral / active EE | $6,448 | $2,147+200.3% | $2,958+118.0% | $3,169+103.5% |
| Admin fee / account holder | $6 | $489-98.7% | $5,134-99.9% | $479-98.7% |