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 | $73,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,597 | $50,458-3.7% | $159,960-69.6% | $64,808-25.0% |
| Participation rate | 94.9% | 68.0%+26.9pp | 78.0%+17.0pp | 71.5%+23.4pp |
| Annual return | -15.22% | -13.42%-1.8pp | 408.60%-423.8pp | 32.82%-48.0pp |
| Employer contribution / active EE | $4,936 | $1,722+186.6% | $4,226+16.8% | $2,506+97.0% |
| Participant deferral / active EE | $6,070 | $4,004+51.6% | $6,182-1.8% | $4,310+40.8% |
| Admin fee / account holder | $159 | $706-77.5% | $8,698-98.2% | $188-15.3% |