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 | $29,393 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,591 | $50,982+473.9% | $154,803+89.0% | $85,563+242.0% |
| Participation rate | 93.6% | 59.8%+33.8pp | 78.1%+15.5pp | 66.0%+27.6pp |
| Annual return | 13.57% | 30.35%-16.8pp | 58.88%-45.3pp | 31.51%-17.9pp |
| Employer contribution / active EE | $23,164 | $1,708+1256.0% | $4,305+438.0% | $2,654+773.0% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $51 | $846-94.0% | $14,329-99.6% | $834-93.9% |