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 9-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 | $20,678 |
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 | $46,596 | $92,897-49.8% | $90,782-48.7% | $56,287-17.2% |
| Participation rate | 98.9% | 80.7%+18.2pp | 82.7%+16.2pp | 69.9%+29.0pp |
| Annual return | 9.06% | -2.59%+11.6pp | -3.42%+12.5pp | -9.96%+19.0pp |
| Employer contribution / active EE | $3,207 | $3,871-17.2% | $4,105-21.9% | $2,111+51.9% |
| Participant deferral / active EE | $3,601 | $5,551-35.1% | $5,366-32.9% | $3,350+7.5% |
| Admin fee / account holder | $120 | $440-72.7% | $5,908-98.0% | $521-76.9% |