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 | $1,260 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $53,797 | $49,138+9.5% | $84,015-36.0% | $65,185-17.5% |
| Participation rate | 72.5% | 60.7%+11.7pp | 69.0%+3.5pp | 70.2%+2.3pp |
| Annual return | 23.83% | 23.00%+0.8pp | 71.31%-47.5pp | 29.38%-5.6pp |
| Employer contribution / active EE | $975 | $914+6.7% | $1,983-50.8% | $2,177-55.2% |
| Participant deferral / active EE | $2,736 | $2,397+14.1% | $3,239-15.5% | $3,514-22.1% |
| Admin fee / account holder | $6 | $543-98.9% | $6,101-99.9% | $847-99.3% |