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 | $3,250 |
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 | $59,140 | $73,102-19.1% | $123,544-52.1% | $56,287+5.1% |
| Participation rate | 77.1% | 74.3%+2.8pp | 82.3%-5.2pp | 69.9%+7.3pp |
| Annual return | -5.44% | 3.01%-8.4pp | 119.20%-124.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,255 | $2,977-24.2% | $4,628-51.3% | $2,111+6.8% |
| Participant deferral / active EE | $3,724 | $5,423-31.3% | $6,426-42.0% | $3,350+11.2% |
| Admin fee / account holder | $15 | $554-97.3% | $9,284-99.8% | $521-97.1% |