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 10-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 | $46,893 |
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 | $109,729 | $80,211+36.8% | $74,183+47.9% | $63,975+71.5% |
| Participation rate | 93.6% | 84.2%+9.5pp | 76.6%+17.0pp | 71.1%+22.5pp |
| Annual return | 7.63% | 14.13%-6.5pp | 17.74%-10.1pp | 48.65%-41.0pp |
| Employer contribution / active EE | $3,776 | $2,553+47.9% | $2,370+59.3% | $2,182+73.1% |
| Participant deferral / active EE | $8,132 | $4,370+86.1% | $3,550+129.1% | $3,356+142.3% |
| Admin fee / account holder | $106 | $67+58.1% | $5,586-98.1% | $70+50.8% |