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 | $2,461 |
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 | $152,671 | $99,957+52.7% | $149,696+2.0% | $73,488+107.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.25% | 53.87%-36.6pp | 276.60%-259.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,759 | $3,191+17.8% | $4,644-19.1% | $2,270+65.6% |
| Participant deferral / active EE | $8,036 | $6,073+32.3% | $6,842+17.5% | $3,740+114.9% |
| Admin fee / account holder | $15 | $551-97.3% | $9,309-99.8% | $513-97.1% |