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 | $5,525 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,729 | $88,890-11.4% | $102,423-23.1% | $77,643+1.4% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 10.95% | 24.98%-14.0pp | 29.32%-18.4pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,858 | $2,698-31.1% | $3,023-38.5% | $2,726-31.8% |
| Participant deferral / active EE | $5,604 | $5,145+8.9% | $5,053+10.9% | $4,647+20.6% |
| Admin fee / account holder | $9 | $235-96.3% | $9,451-99.9% | $430-97.9% |