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 Service code 52 | Indirect Investment Fees | $28,045 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,805 | $75,183-75.0% | $123,892-84.8% | $55,167-65.9% |
| Participation rate | 97.4% | 72.8%+24.6pp | 81.4%+16.0pp | 69.0%+28.4pp |
| Annual return | 23.28% | 19.01%+4.3pp | 47.52%-24.2pp | 169.23%-145.9pp |
| Employer contribution / active EE | $2,408 | $2,823-14.7% | $4,617-47.8% | $1,963+22.7% |
| Participant deferral / active EE | $4,590 | $5,084-9.7% | $5,984-23.3% | $3,054+50.3% |
| Admin fee / account holder | $12 | $663-98.2% | $8,357-99.9% | $504-97.7% |