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 Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $10,077 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,125 | $49,138-63.1% | $84,015-78.4% | $65,185-72.2% |
| Participation rate | 80.7% | 60.7%+20.0pp | 69.0%+11.7pp | 70.2%+10.5pp |
| Annual return | 24.37% | 23.00%+1.4pp | 71.31%-46.9pp | 29.38%-5.0pp |
| Employer contribution / active EE | $388 | $914-57.5% | $1,983-80.4% | $2,177-82.2% |
| Participant deferral / active EE | $1,358 | $2,397-43.4% | $3,239-58.1% | $3,514-61.4% |
| Admin fee / account holder | $54 | $543-90.1% | $6,101-99.1% | $847-93.7% |