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 Service code 28 · EIN 13-5674085 | Investment Management | $8,784 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,542 | $32,117-64.1% | $71,086-83.8% | $64,186-82.0% |
| Participation rate | 92.6% | 42.7%+49.9pp | 54.7%+38.0pp | 69.6%+23.1pp |
| Annual return | -3.64% | -5.57%+1.9pp | 650.59%-654.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $526 | $712-26.1% | $1,088-51.6% | $2,381-77.9% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $66 | $2,759-97.6% | $3,082-97.9% | $4,888-98.7% |