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 8-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 | $625 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $792,522 | $129,021+514.3% | $184,203+330.2% | $77,643+920.7% |
| Participation rate | 99.4% | 87.3%+12.0pp | 86.8%+12.5pp | 70.6%+28.8pp |
| Annual return | 16.67% | 33.27%-16.6pp | 28.81%-12.1pp | 31.24%-14.6pp |
| Employer contribution / active EE | $33,644 | $4,413+662.4% | $6,427+423.5% | $2,726+1134.3% |
| Participant deferral / active EE | $20,330 | $7,297+178.6% | $9,131+122.6% | $4,647+337.5% |
| Admin fee / account holder | $1 | $254-99.5% | $13,901-100.0% | $430-99.7% |