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 | $1,838 |
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 | $84,806 | $74,024+14.6% | $77,999+8.7% | $57,658+47.1% |
| Participation rate | 93.7% | 79.7%+14.0pp | 75.5%+18.2pp | 70.2%+23.5pp |
| Annual return | 6.98% | 12.14%-5.2pp | 425.96%-419.0pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,926 | $2,365+23.7% | $2,470+18.4% | $1,974+48.2% |
| Participant deferral / active EE | $4,228 | $3,533+19.7% | $3,497+20.9% | $3,061+38.1% |
| Admin fee / account holder | $4 | $93-96.1% | $5,480-99.9% | $95-96.2% |