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 | $3,875 |
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 | $76,243 | $73,404+3.9% | $87,100-12.5% | $67,579+12.8% |
| Participation rate | 94.1% | 80.9%+13.3pp | 76.9%+17.2pp | 71.3%+22.8pp |
| Annual return | 22.51% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.0pp |
| Employer contribution / active EE | $1,549 | $2,014-23.1% | $2,521-38.6% | $2,148-27.9% |
| Participant deferral / active EE | $4,580 | $3,913+17.1% | $4,049+13.1% | $3,539+29.4% |
| Admin fee / account holder | $78 | $142-44.9% | $7,497-99.0% | $142-45.2% |