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 | $12,296 |
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 | $52,274 | $39,245+33.2% | $64,105-18.5% | $52,331-0.1% |
| Participation rate | 97.5% | 58.2%+39.2pp | 68.2%+29.3pp | 68.1%+29.4pp |
| Annual return | -1.11% | 14.79%-15.9pp | 791.24%-792.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,853 | $736+151.7% | $1,820+1.8% | $1,882-1.5% |
| Participant deferral / active EE | $2,675 | $1,992+34.3% | $2,822-5.2% | $3,022-11.5% |
| Admin fee / account holder | $35 | $592-94.1% | $4,499-99.2% | $592-94.1% |