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) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $442 |
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 | $257,653 | $61,156+321.3% | $185,823+38.7% | $79,386+224.6% |
| Participation rate | 83.6% | 66.6%+17.0pp | 81.7%+1.9pp | 70.7%+12.9pp |
| Annual return | 13.04% | 19.45%-6.4pp | 122.05%-109.0pp | 116.85%-103.8pp |
| Employer contribution / active EE | $5,031 | $2,321+116.8% | $5,167-2.6% | $2,427+107.3% |
| Participant deferral / active EE | $4,784 | $2,789+71.5% | $5,568-14.1% | $4,046+18.2% |
| Admin fee / account holder | $248 | $710-65.1% | $16,237-98.5% | $626-60.4% |