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 | $1,018 |
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 | $78,588 | $132,049-40.5% | $200,582-60.8% | $74,304+5.8% |
| Participation rate | 96.2% | 84.1%+12.1pp | 86.9%+9.3pp | 60.3%+35.8pp |
| Annual return | 12.22% | 22.22%-10.0pp | 42.33%-30.1pp | 29.43%-17.2pp |
| Employer contribution / active EE | $2,549 | $4,558-44.1% | $6,419-60.3% | $2,241+13.8% |
| Participant deferral / active EE | $5,737 | $7,213-20.5% | $9,331-38.5% | $3,767+52.3% |
| Admin fee / account holder | $28 | $2,405-98.8% | $16,305-99.8% | $2,969-99.0% |