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 | $550 |
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 | $65,816 | $60,545+8.7% | $92,233-28.6% | $69,631-5.5% |
| Participation rate | 85.2% | 72.2%+13.0pp | 76.5%+8.7pp | 70.7%+14.5pp |
| Annual return | 19.97% | 19.71%+0.3pp | 176.28%-156.3pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $2,572 | $2,633-2.3% | $3,679-30.1% | $2,032+26.6% |
| Participant deferral / active EE | $7,157 | $2,828+153.1% | $3,897+83.7% | $3,224+122.0% |
| Admin fee / account holder | $2 | $145-98.8% | $5,194-100.0% | $110-98.5% |