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 | $265,559 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,663 | $176,491-43.5% | $95,952+3.9% | $90,288+10.4% |
| Participation rate | 98.7% | 86.6%+12.2pp | 77.1%+21.7pp | 73.4%+25.4pp |
| Annual return | 12.30% | 20.14%-7.8pp | 91.61%-79.3pp | 53.97%-41.7pp |
| Employer contribution / active EE | $2,820 | $2,789+1.1% | $2,541+11.0% | $2,524+11.7% |
| Participant deferral / active EE | $5,412 | $5,340+1.4% | $4,167+29.9% | $4,232+27.9% |
| Admin fee / account holder | $70 | $154-54.4% | $6,795-99.0% | $114-38.4% |