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 | $10,966 |
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 | $156,664 | $70,908+120.9% | $98,907+58.4% | $73,488+113.2% |
| Participation rate | 99.1% | 73.8%+25.4pp | 76.0%+23.1pp | 70.7%+28.5pp |
| Annual return | 12.43% | 34.17%-21.7pp | 196.43%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $10,106 | $2,036+396.3% | $2,689+275.9% | $2,270+345.2% |
| Participant deferral / active EE | $12,973 | $3,500+270.7% | $4,244+205.6% | $3,740+246.9% |
| Admin fee / account holder | $43 | $535-91.9% | $6,642-99.3% | $513-91.6% |