Filed June 30, 2022 (most recent of 4 filings on file)
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 | $214,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,527 | $176,491-25.5% | $95,952+37.1% | $90,288+45.7% |
| Participation rate | 87.8% | 86.6%+1.2pp | 77.1%+10.7pp | 73.4%+14.4pp |
| Annual return | 12.90% | 20.14%-7.2pp | 91.61%-78.7pp | 53.97%-41.1pp |
| Employer contribution / active EE | $2,984 | $2,789+7.0% | $2,541+17.4% | $2,524+18.2% |
| Participant deferral / active EE | $4,515 | $5,340-15.4% | $4,167+8.3% | $4,232+6.7% |
| Admin fee / account holder | $73 | $154-52.7% | $6,795-98.9% | $114-36.1% |