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 | $73,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,267 | $47,898+115.6% | $117,472-12.1% | $64,808+59.3% |
| Participation rate | 70.7% | 61.9%+8.8pp | 70.6%+0.1pp | 71.5%-0.8pp |
| Annual return | -15.96% | -15.54%-0.4pp | 29.74%-45.7pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,518 | $1,774+41.9% | $4,176-39.7% | $2,506+0.5% |
| Participant deferral / active EE | $6,189 | $3,151+96.4% | $4,070+52.0% | $4,310+43.6% |
| Admin fee / account holder | $286 | $132+117.1% | $5,645-94.9% | $188+52.4% |