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 | $242,335 |
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 | $102,845 | $104,697-1.8% | $96,544+6.5% | $80,160+28.3% |
| Participation rate | 98.0% | 86.4%+11.6pp | 76.0%+22.0pp | 72.9%+25.1pp |
| Annual return | 15.88% | 21.78%-5.9pp | 25.84%-10.0pp | 40.38%-24.5pp |
| Employer contribution / active EE | $3,405 | $3,536-3.7% | $2,965+14.8% | $2,978+14.4% |
| Participant deferral / active EE | $6,016 | $6,188-2.8% | $4,851+24.0% | $5,017+19.9% |
| Admin fee / account holder | $64 | $107-40.3% | $8,252-99.2% | $145-56.0% |