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 | $1,325 |
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 | $113,532 | $85,135+33.4% | $98,907+14.8% | $73,409+54.7% |
| Participation rate | 87.5% | 81.1%+6.4pp | 76.0%+11.5pp | 72.2%+15.4pp |
| Annual return | 13.82% | 19.14%-5.3pp | 196.43%-182.6pp | 59.29%-45.5pp |
| Employer contribution / active EE | $3,608 | $2,721+32.6% | $2,689+34.2% | $2,234+61.5% |
| Participant deferral / active EE | $5,469 | $4,349+25.8% | $4,244+28.9% | $3,805+43.7% |
| Admin fee / account holder | $16 | $139-88.6% | $6,642-99.8% | $158-90.0% |