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 | $2,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,053 | $84,936+48.4% | $111,297+13.3% | $79,386+58.8% |
| Participation rate | 96.8% | 75.9%+21.0pp | 77.3%+19.5pp | 70.7%+26.1pp |
| Annual return | 16.01% | 17.45%-1.4pp | 54.65%-38.6pp | 116.85%-100.8pp |
| Employer contribution / active EE | $1,594 | $1,979-19.4% | $2,731-41.6% | $2,427-34.3% |
| Participant deferral / active EE | $5,212 | $3,888+34.1% | $4,487+16.2% | $4,046+28.8% |
| Admin fee / account holder | $17 | $537-96.8% | $7,964-99.8% | $626-97.2% |