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 | $8,345 |
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 | $53,687 | $59,186-9.3% | $76,768-30.1% | $56,287-4.6% |
| Participation rate | 94.1% | 75.2%+18.9pp | 77.0%+17.1pp | 69.9%+24.2pp |
| Annual return | -7.46% | 6.62%-14.1pp | 2.43%-9.9pp | -9.96%+2.5pp |
| Employer contribution / active EE | $653 | $1,759-62.9% | $2,485-73.7% | $2,111-69.1% |
| Participant deferral / active EE | $3,706 | $3,255+13.9% | $3,852-3.8% | $3,350+10.6% |
| Admin fee / account holder | $35 | $489-92.9% | $6,675-99.5% | $521-93.3% |