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 | $3,275 |
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 | $84,863 | $185,342-54.2% | $111,297-23.8% | $86,799-2.2% |
| Participation rate | 92.7% | 81.0%+11.7pp | 77.3%+15.4pp | 72.3%+20.4pp |
| Annual return | 13.76% | 500.80%-487.0pp | 54.65%-40.9pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,640 | $2,246-27.0% | $2,731-39.9% | $2,405-31.8% |
| Participant deferral / active EE | $4,894 | $4,458+9.8% | $4,487+9.1% | $4,131+18.5% |
| Admin fee / account holder | $6 | $255-97.8% | $7,964-99.9% | $170-96.7% |