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 | $8,101 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,788 | $65,118-61.9% | $76,768-67.7% | $55,725-55.5% |
| Participation rate | 72.3% | 79.6%-7.3pp | 77.0%-4.6pp | 70.9%+1.5pp |
| Annual return | -5.22% | -1.27%-4.0pp | 2.43%-7.6pp | 244.93%-250.2pp |
| Employer contribution / active EE | $659 | $1,941-66.1% | $2,485-73.5% | $2,078-68.3% |
| Participant deferral / active EE | $1,602 | $3,688-56.6% | $3,852-58.4% | $3,356-52.2% |
| Admin fee / account holder | $40 | $116-65.7% | $6,675-99.4% | $115-65.4% |