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 | $10,605 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,508 | $69,159-58.8% | $125,175-77.2% | $67,579-57.8% |
| Participation rate | 93.8% | 78.2%+15.6pp | 79.8%+14.0pp | 71.3%+22.5pp |
| Annual return | 18.78% | 27.12%-8.3pp | 43.79%-25.0pp | 378.56%-359.8pp |
| Employer contribution / active EE | $1,096 | $2,023-45.8% | $3,865-71.6% | $2,148-49.0% |
| Participant deferral / active EE | $1,179 | $3,700-68.1% | $4,937-76.1% | $3,539-66.7% |
| Admin fee / account holder | $29 | $142-79.7% | $9,702-99.7% | $142-79.8% |