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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $37,691 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,873 | $54,193+14.2% | $93,606-33.9% | $77,643-20.3% |
| Participation rate | 79.8% | 63.9%+15.9pp | 68.7%+11.1pp | 70.6%+9.2pp |
| Annual return | 12.90% | 30.54%-17.6pp | 133.20%-120.3pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,100 | $1,168+79.8% | $2,420-13.2% | $2,726-22.9% |
| Participant deferral / active EE | $3,081 | $3,144-2.0% | $4,411-30.2% | $4,647-33.7% |
| Admin fee / account holder | $22 | $576-96.2% | $8,285-99.7% | $430-95.0% |