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 | $8,735 |
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 | $98,300 | $63,299+55.3% | $91,001+8.0% | $62,292+57.8% |
| Participation rate | 97.8% | 73.3%+24.5pp | 75.6%+22.2pp | 69.5%+28.3pp |
| Annual return | 16.17% | 20.99%-4.8pp | 4.60%+11.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $12,207 | $1,807+575.7% | $2,456+397.1% | $2,042+497.7% |
| Participant deferral / active EE | $12,803 | $2,943+335.1% | $3,547+260.9% | $3,169+304.0% |
| Admin fee / account holder | $37 | $468-92.2% | $5,417-99.3% | $479-92.3% |