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 | $10,408 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,968 | $57,108-56.3% | $94,224-73.5% | $52,331-52.3% |
| Participation rate | 95.1% | 72.9%+22.2pp | 78.8%+16.3pp | 68.1%+27.0pp |
| Annual return | 1.07% | 1.47%-0.4pp | 10.68%-9.6pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,846 | $1,735+6.4% | $3,587-48.5% | $1,882-1.9% |
| Participant deferral / active EE | $1,709 | $3,040-43.8% | $4,320-60.4% | $3,022-43.4% |
| Admin fee / account holder | $38 | $546-93.0% | $6,269-99.4% | $592-93.6% |