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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,443 |
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 | $79,917 | $81,625-2.1% | $167,512-52.3% | $74,304+7.6% |
| Participation rate | 86.5% | 60.0%+26.5pp | 77.1%+9.4pp | 60.3%+26.2pp |
| Annual return | 13.36% | 26.09%-12.7pp | 1615.79%-1602.4pp | 29.43%-16.1pp |
| Employer contribution / active EE | $554 | $2,010-72.5% | $3,882-85.7% | $2,241-75.3% |
| Participant deferral / active EE | $5,459 | $4,115+32.7% | $6,405-14.8% | $3,767+44.9% |
| Admin fee / account holder | $68 | $3,474-98.0% | $9,769-99.3% | $2,969-97.7% |