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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,009 |
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 | $47,742 | $33,745+41.5% | $64,105-25.5% | $55,191-13.5% |
| Participation rate | 98.5% | 59.4%+39.1pp | 68.2%+30.3pp | 69.2%+29.3pp |
| Annual return | -2.51% | 4.95%-7.5pp | 791.24%-793.8pp | 10.78%-13.3pp |
| Employer contribution / active EE | $232 | $641-63.8% | $1,820-87.3% | $1,899-87.8% |
| Participant deferral / active EE | $2,943 | $1,929+52.6% | $2,822+4.3% | $3,046-3.4% |
| Admin fee / account holder | $21 | $94-78.2% | $4,499-99.5% | $91-77.3% |