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 | $565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,702 | $95,880-15.8% | $107,525-24.9% | $85,563-5.7% |
| Participation rate | 89.2% | 70.1%+19.0pp | 75.1%+14.1pp | 66.0%+23.2pp |
| Annual return | 13.43% | 68.06%-54.6pp | 181.32%-167.9pp | 31.51%-18.1pp |
| Employer contribution / active EE | $2,524 | $3,812-33.8% | $3,754-32.8% | $2,654-4.9% |
| Participant deferral / active EE | $3,193 | $4,201-24.0% | $5,116-37.6% | $4,375-27.0% |
| Admin fee / account holder | $2 | $1,025-99.8% | $8,919-100.0% | $834-99.8% |