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 | $46,464+529.7% | $150,298+94.7% | $79,634+267.4% |
| Participation rate | 93.6% | 57.0%+36.6pp | 77.8%+15.8pp | 62.5%+31.1pp |
| Annual return | 13.57% | 27.89%-14.3pp | 62.79%-49.2pp | 36.46%-22.9pp |
| Employer contribution / active EE | $23,164 | $1,512+1432.5% | $4,154+457.6% | $2,529+815.9% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $51 | $891-94.3% | $14,116-99.6% | $1,002-94.9% |