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 | $288,990 |
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 | $72,748 | $78,852-7.7% | $76,768-5.2% | $75,289-3.4% |
| Participation rate | 97.8% | 85.0%+12.8pp | 77.0%+20.8pp | 72.4%+25.4pp |
| Annual return | -5.13% | -1.29%-3.8pp | 2.43%-7.6pp | -0.04%-5.1pp |
| Employer contribution / active EE | $2,298 | $2,794-17.8% | $2,485-7.5% | $2,405-4.5% |
| Participant deferral / active EE | $4,358 | $4,800-9.2% | $3,852+13.1% | $3,739+16.6% |
| Admin fee / account holder | $71 | $79-10.2% | $6,675-98.9% | $102-30.7% |