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 | $29,127 |
Service code 50 3465 S ARLINGTON RD · AKRON, OH 44312 | Direct Payment | $6,100 |
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 | $118,248 | $54,573+116.7% | $90,951+30.0% | $73,488+60.9% |
| Participation rate | 73.1% | 61.2%+12.0pp | 69.0%+4.1pp | 70.7%+2.5pp |
| Annual return | 11.90% | 16.69%-4.8pp | 134.60%-122.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,266 | $991+27.7% | $2,122-40.4% | $2,270-44.2% |
| Participant deferral / active EE | $5,255 | $2,517+108.8% | $3,373+55.8% | $3,740+40.5% |
| Admin fee / account holder | $269 | $521-48.4% | $5,959-95.5% | $513-47.5% |