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 | $34,671 |
Service code 50 3465 S ARLINGTON RD · AKRON, OH 44312 | Direct Payment | $6,300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,152 | $59,263+112.9% | $96,562+30.6% | $79,386+58.9% |
| Participation rate | 76.6% | 61.9%+14.7pp | 69.8%+6.8pp | 70.7%+5.9pp |
| Annual return | 11.22% | 27.07%-15.8pp | 37.78%-26.6pp | 116.85%-105.6pp |
| Employer contribution / active EE | $1,500 | $1,216+23.4% | $2,356-36.3% | $2,427-38.2% |
| Participant deferral / active EE | $6,179 | $2,948+109.6% | $3,849+60.5% | $4,046+52.7% |
| Admin fee / account holder | $290 | $658-55.9% | $6,181-95.3% | $626-53.7% |