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 | $2,906 |
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 | $103,691 | $70,002+48.1% | $115,037-9.9% | $52,331+98.1% |
| Participation rate | 91.0% | 72.1%+18.9pp | 81.4%+9.6pp | 68.1%+22.9pp |
| Annual return | -0.28% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,243 | $2,715-17.4% | $4,608-51.3% | $1,882+19.2% |
| Participant deferral / active EE | $5,537 | $4,920+12.5% | $6,026-8.1% | $3,022+83.2% |
| Admin fee / account holder | $22 | $566-96.1% | $8,175-99.7% | $592-96.3% |