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 | $1,043 |
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 | $84,740 | $61,214+38.4% | $83,333+1.7% | $56,287+50.6% |
| Participation rate | 93.6% | 72.6%+21.0pp | 77.8%+15.8pp | 69.9%+23.7pp |
| Annual return | -5.72% | 0.42%-6.1pp | 10.63%-16.4pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,870 | $1,925+49.1% | $3,379-15.1% | $2,111+35.9% |
| Participant deferral / active EE | $8,310 | $5,091+63.2% | $5,565+49.3% | $3,350+148.1% |
| Admin fee / account holder | $125 | $512-75.6% | $7,510-98.3% | $521-76.0% |