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 | $515 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $499,553 | $81,537+512.7% | $149,718+233.7% | $69,631+617.4% |
| Participation rate | 97.6% | 86.1%+11.5pp | 87.1%+10.5pp | 70.7%+26.9pp |
| Annual return | 17.35% | 22.79%-5.4pp | 1501.63%-1484.3pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $21,870 | $3,239+575.2% | $5,445+301.7% | $2,032+976.2% |
| Participant deferral / active EE | $14,452 | $4,994+189.4% | $6,569+120.0% | $3,224+348.3% |
| Admin fee / account holder | $1 | $107-98.9% | $11,283-100.0% | $110-98.9% |