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 | $5,664 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,704 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,924 | $37,196-43.7% | $154,107-86.4% | $55,725-62.5% |
| Participation rate | 90.7% | 64.1%+26.7pp | 83.0%+7.7pp | 70.9%+19.9pp |
| Annual return | -7.46% | 1319.68%-1327.1pp | 735.12%-742.6pp | 244.93%-252.4pp |
| Employer contribution / active EE | $951 | $1,614-41.1% | $5,298-82.1% | $2,078-54.3% |
| Participant deferral / active EE | $3,449 | $2,068+66.8% | $5,081-32.1% | $3,356+2.8% |
| Admin fee / account holder | $6 | $102-93.6% | $13,411-100.0% | $115-94.4% |