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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $28,977 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,195 | $110,299-23.7% | $102,423-17.8% | $199,593-57.8% |
| Participation rate | 96.1% | 86.3%+9.8pp | 76.5%+19.6pp | 72.0%+24.1pp |
| Annual return | 23.71% | 35.73%-12.0pp | 29.32%-5.6pp | 34.25%-10.5pp |
| Employer contribution / active EE | $3,783 | $3,603+5.0% | $3,023+25.1% | $3,034+24.7% |
| Participant deferral / active EE | $5,159 | $6,376-19.1% | $5,053+2.1% | $5,087+1.4% |
| Admin fee / account holder | $76 | $122-37.9% | $9,451-99.2% | $269-71.7% |