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 | $8,415 |
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 | $80,799 | $64,286+25.7% | $90,951-11.2% | $73,409+10.1% |
| Participation rate | 89.7% | 63.6%+26.1pp | 69.0%+20.7pp | 72.2%+17.5pp |
| Annual return | 11.82% | 21.45%-9.6pp | 134.60%-122.8pp | 59.29%-47.5pp |
| Employer contribution / active EE | $309 | $895-65.4% | $2,122-85.4% | $2,234-86.2% |
| Participant deferral / active EE | $4,219 | $2,453+72.0% | $3,373+25.1% | $3,805+10.9% |
| Admin fee / account holder | $23 | $287-91.9% | $5,959-99.6% | $158-85.2% |