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 | $10,240 |
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 | $23,795 | $71,142-66.6% | $119,609-80.1% | $64,808-63.3% |
| Participation rate | 91.9% | 78.6%+13.3pp | 79.3%+12.6pp | 71.5%+20.4pp |
| Annual return | -15.27% | -10.01%-5.3pp | -14.97%-0.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,032 | $2,497-58.7% | $4,232-75.6% | $2,506-58.8% |
| Participant deferral / active EE | $1,432 | $4,490-68.1% | $5,602-74.4% | $4,310-66.8% |
| Admin fee / account holder | $31 | $162-81.0% | $10,323-99.7% | $188-83.6% |