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 | $2,575 |
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 | $118,435 | $73,102+62.0% | $123,544-4.1% | $56,287+110.4% |
| Participation rate | 88.7% | 74.3%+14.3pp | 82.3%+6.4pp | 69.9%+18.8pp |
| Annual return | -5.56% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,482 | $2,977-16.6% | $4,628-46.4% | $2,111+17.6% |
| Participant deferral / active EE | $6,623 | $5,423+22.1% | $6,426+3.1% | $3,350+97.7% |
| Admin fee / account holder | $49 | $554-91.1% | $9,284-99.5% | $521-90.6% |