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 SMITH Service code 15 · EIN 13-5674085 250 VESEY STREET · NEW YORK, NY 10281 | Recordkeeping | $30,211 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,488 | $47,922+17.9% | $75,886-25.6% | $65,185-13.3% |
| Participation rate | 86.2% | 63.0%+23.2pp | 69.3%+16.9pp | 70.2%+16.0pp |
| Annual return | 20.87% | 24.12%-3.2pp | 30.76%-9.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $557 | $1,557-64.2% | $2,500-77.7% | $2,177-74.4% |
| Participant deferral / active EE | $3,834 | $2,550+50.3% | $3,603+6.4% | $3,514+9.1% |
| Admin fee / account holder | $17 | $532-96.8% | $5,418-99.7% | $847-98.0% |