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 & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $31,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,839 | $128,899-24.9% | $113,168-14.4% | $102,872-5.9% |
| Participation rate | 95.8% | 87.0%+8.8pp | 76.6%+19.3pp | 73.0%+22.8pp |
| Annual return | 13.72% | 15.88%-2.2pp | 24.27%-10.5pp | 19.06%-5.3pp |
| Employer contribution / active EE | $4,055 | $3,713+9.2% | $2,975+36.3% | $3,526+15.0% |
| Participant deferral / active EE | $5,568 | $6,787-18.0% | $5,107+9.0% | $5,535+0.6% |
| Admin fee / account holder | $109 | $129-15.7% | $12,068-99.1% | $292-62.7% |