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 | $2,935 |
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 | $62,111 | $54,193+14.6% | $93,606-33.6% | $77,643-20.0% |
| Participation rate | 88.0% | 63.9%+24.1pp | 68.7%+19.3pp | 70.6%+17.5pp |
| Annual return | 13.90% | 30.54%-16.6pp | 133.20%-119.3pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,801 | $1,168+54.2% | $2,420-25.6% | $2,726-33.9% |
| Participant deferral / active EE | $3,829 | $3,144+21.8% | $4,411-13.2% | $4,647-17.6% |
| Admin fee / account holder | $12 | $576-98.0% | $8,285-99.9% | $430-97.3% |