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 | $2,859 |
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 | $74,513 | $59,186+25.9% | $76,768-2.9% | $56,287+32.4% |
| Participation rate | 96.4% | 75.2%+21.1pp | 77.0%+19.4pp | 69.9%+26.5pp |
| Annual return | -4.67% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,350 | $1,759-23.2% | $2,485-45.7% | $2,111-36.1% |
| Participant deferral / active EE | $4,065 | $3,255+24.9% | $3,852+5.6% | $3,350+21.4% |
| Admin fee / account holder | $17 | $489-96.5% | $6,675-99.7% | $521-96.7% |