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 Service code 52 | Indirect Investment Fees | $27,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,690 | $76,552-32.5% | $123,892-58.3% | $62,891-17.8% |
| Participation rate | 95.8% | 73.0%+22.9pp | 81.4%+14.4pp | 69.3%+26.5pp |
| Annual return | 9.82% | 18.68%-8.9pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,555 | $2,883-11.4% | $4,617-44.7% | $2,281+12.0% |
| Participant deferral / active EE | $4,042 | $4,840-16.5% | $5,984-32.5% | $3,203+26.2% |
| Admin fee / account holder | $15 | $4,826-99.7% | $8,357-99.8% | $4,296-99.6% |