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 | $96,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,446 | $62,624+14.1% | $177,989-59.9% | $77,643-8.0% |
| Participation rate | 98.7% | 66.8%+31.9pp | 77.1%+21.6pp | 70.6%+28.1pp |
| Annual return | 15.34% | 16.16%-0.8pp | 294.48%-279.1pp | 31.24%-15.9pp |
| Employer contribution / active EE | $5,547 | $1,909+190.6% | $3,949+40.5% | $2,726+103.5% |
| Participant deferral / active EE | $8,094 | $4,219+91.8% | $6,276+29.0% | $4,647+74.2% |
| Admin fee / account holder | $204 | $386-47.1% | $10,363-98.0% | $430-52.6% |