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 CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $13,975 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $125 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,180 | $67,606+92.6% | $82,313+58.2% | $70,131+85.6% |
| Participation rate | 96.8% | 72.8%+24.1pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | -2.89% | 21.57%-24.5pp | 25.88%-28.8pp | 73.14%-76.0pp |
| Employer contribution / active EE | $3,925 | $1,755+123.7% | $2,428+61.7% | $2,342+67.6% |
| Participant deferral / active EE | $3,676 | $2,987+23.1% | $3,706-0.8% | $3,332+10.3% |
| Admin fee / account holder | $181 | $4,512-96.0% | $5,608-96.8% | $4,645-96.1% |