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 | $2,315 |
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 | $56,888 | $53,165+7.0% | $86,188-34.0% | $74,419-23.6% |
| Participation rate | 72.4% | 64.9%+7.6pp | 69.0%+3.5pp | 70.7%+1.7pp |
| Annual return | 18.96% | 22.64%-3.7pp | 1168.45%-1149.5pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,436 | $1,210+18.7% | $2,380-39.7% | $2,637-45.6% |
| Participant deferral / active EE | $3,525 | $3,234+9.0% | $3,985-11.6% | $4,528-22.2% |
| Admin fee / account holder | $9 | $551-98.3% | $6,852-99.9% | $348-97.3% |