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 & SMIT Service code 26 · EIN 13-5674085 | Advisory (Participants) | $2,826 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,275 |
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 | $179,104 | $47,977+273.3% | $154,107+16.2% | $56,287+218.2% |
| Participation rate | 84.9% | 66.2%+18.7pp | 83.0%+1.9pp | 69.9%+15.1pp |
| Annual return | 18.17% | 3.54%+14.6pp | 735.12%-717.0pp | -9.96%+28.1pp |
| Employer contribution / active EE | $5,163 | $2,169+138.1% | $5,298-2.5% | $2,111+144.6% |
| Participant deferral / active EE | $3,800 | $2,392+58.9% | $5,081-25.2% | $3,350+13.4% |
| Admin fee / account holder | $39 | $438-91.1% | $13,411-99.7% | $521-92.5% |