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 | $33,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,936 | $81,908-7.3% | $90,749-16.3% | $64,808+17.2% |
| Participation rate | 93.3% | 80.5%+12.8pp | 75.7%+17.6pp | 71.5%+21.8pp |
| Annual return | -12.52% | -12.53%0pp | -12.16%-0.4pp | 32.82%-45.3pp |
| Employer contribution / active EE | $3,293 | $3,065+7.4% | $2,921+12.7% | $2,506+31.4% |
| Participant deferral / active EE | $4,835 | $4,840-0.1% | $4,564+5.9% | $4,310+12.2% |
| Admin fee / account holder | $49 | $157-68.7% | $8,445-99.4% | $188-73.8% |