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, FENNER AND SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $1,902 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $192,608 | $56,640+240.1% | $80,975+137.9% | $57,658+234.1% |
| Participation rate | 81.5% | 75.9%+5.7pp | 75.8%+5.7pp | 70.2%+11.3pp |
| Annual return | 6.83% | 19.97%-13.1pp | 17.10%-10.3pp | 5.13%+1.7pp |
| Employer contribution / active EE | $4,327 | $2,085+107.5% | $3,714+16.5% | $1,974+119.2% |
| Participant deferral / active EE | $7,653 | $4,944+54.8% | $5,696+34.4% | $3,061+150.1% |
| Admin fee / account holder | $4 | $87-95.6% | $5,516-99.9% | $95-96.0% |