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 | $91,014 |
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 | $42,429 | $64,286-34.0% | $90,951-53.3% | $73,409-42.2% |
| Participation rate | 79.7% | 63.6%+16.1pp | 69.0%+10.7pp | 72.2%+7.5pp |
| Annual return | 17.82% | 21.45%-3.6pp | 134.60%-116.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $902 | $895+0.9% | $2,122-57.5% | $2,234-59.6% |
| Participant deferral / active EE | $2,922 | $2,453+19.1% | $3,373-13.4% | $3,805-23.2% |
| Admin fee / account holder | $193 | $287-32.9% | $5,959-96.8% | $158+22.0% |