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 | $302,007 |
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 | $87,181 | $105,247-17.2% | $87,100+0.1% | $77,787+12.1% |
| Participation rate | 98.4% | 85.8%+12.6pp | 76.9%+21.6pp | 73.2%+25.2pp |
| Annual return | 20.98% | 24.52%-3.5pp | 28.19%-7.2pp | 32.57%-11.6pp |
| Employer contribution / active EE | $2,565 | $2,895-11.4% | $2,521+1.7% | $2,504+2.4% |
| Participant deferral / active EE | $4,876 | $5,060-3.6% | $4,049+20.4% | $3,967+22.9% |
| Admin fee / account holder | $74 | $104-29.0% | $7,497-99.0% | $100-25.9% |