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 | $7,373 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,529 | $78,419-64.9% | $133,956-79.4% | $73,409-62.5% |
| Participation rate | 95.1% | 78.6%+16.5pp | 79.8%+15.3pp | 72.2%+22.9pp |
| Annual return | 16.54% | 33.35%-16.8pp | 45.09%-28.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $851 | $2,044-58.4% | $3,919-78.3% | $2,234-61.9% |
| Participant deferral / active EE | $1,108 | $3,925-71.8% | $5,048-78.1% | $3,805-70.9% |
| Admin fee / account holder | $16 | $161-89.8% | $8,927-99.8% | $158-89.6% |