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 | $4,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,224 | $72,254-12.5% | $86,677-27.1% | $64,808-2.4% |
| Participation rate | 92.4% | 80.4%+12.0pp | 76.6%+15.8pp | 71.5%+20.9pp |
| Annual return | -15.65% | 392.42%-408.1pp | 35.91%-51.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,586 | $2,393-33.7% | $2,836-44.1% | $2,506-36.7% |
| Participant deferral / active EE | $4,932 | $4,658+5.9% | $4,656+5.9% | $4,310+14.4% |
| Admin fee / account holder | $7 | $174-95.7% | $7,493-99.9% | $188-96.0% |