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 | $35,347 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,759 | $103,685-43.3% | $105,387-44.2% | $65,185-9.9% |
| Participation rate | 96.9% | 83.2%+13.7pp | 82.6%+14.3pp | 70.2%+26.7pp |
| Annual return | 5.62% | 23.88%-18.3pp | 26.82%-21.2pp | 29.38%-23.8pp |
| Employer contribution / active EE | $2,168 | $3,842-43.6% | $4,213-48.5% | $2,177-0.4% |
| Participant deferral / active EE | $3,536 | $5,634-37.2% | $5,502-35.7% | $3,514+0.6% |
| Admin fee / account holder | $124 | $399-69.0% | $6,559-98.1% | $847-85.4% |