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 | $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 | $55,286 | $57,921-4.5% | $84,750-34.8% | $57,658-4.1% |
| Participation rate | 81.8% | 72.9%+8.9pp | 76.6%+5.2pp | 70.2%+11.6pp |
| Annual return | 12.21% | 10.24%+2.0pp | 22.78%-10.6pp | 5.13%+7.1pp |
| Employer contribution / active EE | $2,196 | $2,598-15.5% | $3,574-38.6% | $1,974+11.3% |
| Participant deferral / active EE | $6,197 | $2,742+126.0% | $3,712+67.0% | $3,061+102.5% |
| Admin fee / account holder | $1 | $130-99.3% | $5,332-100.0% | $95-99.1% |