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 | $6,925 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,492 | $57,096-46.6% | $94,224-67.6% | $55,191-44.8% |
| Participation rate | 76.5% | 75.7%+0.8pp | 78.8%-2.3pp | 69.2%+7.3pp |
| Annual return | 0.66% | 159.65%-159.0pp | 10.68%-10.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $415 | $1,708-75.7% | $3,587-88.4% | $1,899-78.1% |
| Participant deferral / active EE | $2,476 | $3,165-21.8% | $4,320-42.7% | $3,046-18.7% |
| Admin fee / account holder | $10 | $89-88.4% | $6,269-99.8% | $91-88.6% |