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 | $156,934 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,604 | $110,299-74.1% | $102,423-72.1% | $199,593-85.7% |
| Participation rate | 82.1% | 86.3%-4.2pp | 76.5%+5.6pp | 72.0%+10.1pp |
| Annual return | 13.67% | 35.73%-22.1pp | 29.32%-15.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,925 | $3,603-46.6% | $3,023-36.3% | $3,034-36.5% |
| Participant deferral / active EE | $2,883 | $6,376-54.8% | $5,053-43.0% | $5,087-43.3% |
| Admin fee / account holder | $132 | $122+8.2% | $9,451-98.6% | $269-50.8% |