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 | $4,525 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,248 | $65,435+21.1% | $86,677-8.6% | $66,914+18.4% |
| Participation rate | 95.9% | 75.5%+20.4pp | 76.6%+19.3pp | 69.8%+26.1pp |
| Annual return | -14.72% | -10.89%-3.8pp | 35.91%-50.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $837 | $2,153-61.1% | $2,836-70.5% | $2,544-67.1% |
| Participant deferral / active EE | $4,878 | $4,100+19.0% | $4,656+4.8% | $4,237+15.1% |
| Admin fee / account holder | $58 | $642-91.0% | $7,493-99.2% | $593-90.2% |