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 | $255,097 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,967 | $130,141-29.3% | $86,677+6.1% | $77,904+18.1% |
| Participation rate | 95.0% | 85.9%+9.1pp | 76.6%+18.4pp | 73.7%+21.3pp |
| Annual return | -12.79% | -12.75%0pp | 35.91%-48.7pp | 12.21%-25.0pp |
| Employer contribution / active EE | $2,892 | $3,220-10.2% | $2,836+1.9% | $2,848+1.5% |
| Participant deferral / active EE | $5,362 | $5,757-6.9% | $4,656+15.2% | $4,806+11.6% |
| Admin fee / account holder | $68 | $132-48.7% | $7,493-99.1% | $133-49.0% |