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 | $1,706 |
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 | $45,832 | $42,353+8.2% | $79,550-42.4% | $64,808-29.3% |
| Participation rate | 70.7% | 64.8%+6.0pp | 69.5%+1.3pp | 71.5%-0.7pp |
| Annual return | -16.89% | -12.24%-4.7pp | 0.16%-17.1pp | 32.82%-49.7pp |
| Employer contribution / active EE | $1,233 | $1,181+4.5% | $2,413-48.9% | $2,506-50.8% |
| Participant deferral / active EE | $2,956 | $3,170-6.8% | $3,985-25.8% | $4,310-31.4% |
| Admin fee / account holder | $6 | $160-96.5% | $6,832-99.9% | $188-97.0% |