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 | $4,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,593 | $99,078-27.7% | $96,544-25.8% | $74,419-3.8% |
| Participation rate | 93.4% | 80.7%+12.8pp | 76.0%+17.5pp | 70.7%+22.7pp |
| Annual return | 14.83% | 22.48%-7.7pp | 25.84%-11.0pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,763 | $2,570-31.4% | $2,965-40.5% | $2,637-33.2% |
| Participant deferral / active EE | $5,474 | $4,933+11.0% | $4,851+12.8% | $4,528+20.9% |
| Admin fee / account holder | $7 | $225-96.8% | $8,252-99.9% | $348-97.9% |