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 | $265,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,563 | $110,299+0.2% | $102,423+7.9% | $199,593-44.6% |
| Participation rate | 98.7% | 86.3%+12.4pp | 76.5%+22.2pp | 72.0%+26.7pp |
| Annual return | 13.38% | 35.73%-22.4pp | 29.32%-15.9pp | 34.25%-20.9pp |
| Employer contribution / active EE | $3,761 | $3,603+4.4% | $3,023+24.4% | $3,034+24.0% |
| Participant deferral / active EE | $6,339 | $6,376-0.6% | $5,053+25.5% | $5,087+24.6% |
| Admin fee / account holder | $70 | $122-43.0% | $9,451-99.3% | $269-74.1% |