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 5-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 | $79,038 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,193 | $60,607+1.0% | $189,557-67.7% | $86,799-29.5% |
| Participation rate | 95.3% | 68.9%+26.4pp | 78.4%+16.9pp | 72.3%+23.0pp |
| Annual return | 16.66% | 65.18%-48.5pp | 64.17%-47.5pp | 97.91%-81.2pp |
| Employer contribution / active EE | $4,959 | $1,626+205.1% | $4,412+12.4% | $2,405+106.2% |
| Participant deferral / active EE | $6,709 | $3,895+72.2% | $6,174+8.7% | $4,131+62.4% |
| Admin fee / account holder | $180 | $159+13.1% | $9,807-98.2% | $170+5.9% |