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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $44,337 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,277 | $112,623+116.9% | $106,213+130.0% | $199,593+22.4% |
| Participation rate | 98.5% | 86.2%+12.2pp | 75.3%+23.2pp | 72.0%+26.5pp |
| Annual return | 12.65% | 15.57%-2.9pp | 116.14%-103.5pp | 34.25%-21.6pp |
| Employer contribution / active EE | $14,432 | $4,575+215.4% | $3,171+355.0% | $3,034+375.6% |
| Participant deferral / active EE | $11,446 | $6,659+71.9% | $5,016+128.2% | $5,087+125.0% |
| Admin fee / account holder | $9 | $107-91.4% | $11,033-99.9% | $269-96.6% |