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 | $1,805 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,014 | $54,573+0.8% | $90,951-39.5% | $73,488-25.1% |
| Participation rate | 73.4% | 61.2%+12.2pp | 69.0%+4.4pp | 70.7%+2.7pp |
| Annual return | 15.55% | 16.69%-1.1pp | 134.60%-119.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,151 | $991+16.1% | $2,122-45.8% | $2,270-49.3% |
| Participant deferral / active EE | $2,543 | $2,517+1.1% | $3,373-24.6% | $3,740-32.0% |
| Admin fee / account holder | $11 | $521-97.9% | $5,959-99.8% | $513-97.9% |