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 Service code 16 · EIN 13-5674085 | Consulting | $2,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,064 |
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 | $43,255 | $76,552-43.5% | $123,892-65.1% | $62,891-31.2% |
| Participation rate | 84.4% | 73.0%+11.4pp | 81.4%+3.0pp | 69.3%+15.1pp |
| Annual return | 31.91% | 18.68%+13.2pp | 47.52%-15.6pp | 20.14%+11.8pp |
| Employer contribution / active EE | $3,065 | $2,883+6.3% | $4,617-33.6% | $2,281+34.4% |
| Participant deferral / active EE | $10,642 | $4,840+119.9% | $5,984+77.8% | $3,203+232.3% |
| Admin fee / account holder | $38 | $4,826-99.2% | $8,357-99.5% | $4,296-99.1% |