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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $60,171 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,577 | $122,239-13.6% | $184,203-42.7% | $74,495+41.7% |
| Participation rate | 91.5% | 85.5%+6.0pp | 86.8%+4.7pp | 67.2%+24.3pp |
| Annual return | 18.88% | 19.95%-1.1pp | 28.81%-9.9pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $8,868 | $4,537+95.4% | $6,427+38.0% | $2,623+238.1% |
| Participant deferral / active EE | $14,582 | $7,139+104.3% | $9,131+59.7% | $4,346+235.6% |
| Admin fee / account holder | $252 | $1,260-80.0% | $13,901-98.2% | $1,942-87.0% |