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 | $1,025 |
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 | $86,715 | $59,535+45.7% | $90,160-3.8% | $62,292+39.2% |
| Participation rate | 97.7% | 73.0%+24.6pp | 76.9%+20.8pp | 69.5%+28.2pp |
| Annual return | 15.46% | 23.53%-8.1pp | 34.88%-19.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,282 | $1,826+25.0% | $3,318-31.2% | $2,042+11.7% |
| Participant deferral / active EE | $7,749 | $4,639+67.1% | $5,288+46.5% | $3,169+144.5% |
| Admin fee / account holder | $6 | $337-98.2% | $5,943-99.9% | $479-98.8% |