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 4-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 | $3,245 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,861 | $155,795+61.0% | $136,294+84.1% | $69,631+260.3% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 70.7%+24.1pp |
| Annual return | 14.65% | 232464.33%-232449.7pp | 5155.94%-5141.3pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $12,396 | $2,991+314.5% | $4,695+164.0% | $2,032+510.0% |
| Participant deferral / active EE | $8,373 | $5,394+55.2% | $6,247+34.0% | $3,224+159.7% |
| Admin fee / account holder | $9 | $128-92.9% | $9,243-99.9% | $110-91.7% |