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 | $1,235 |
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 | $68,824 | $74,024-7.0% | $77,999-11.8% | $57,658+19.4% |
| Participation rate | 75.2% | 79.7%-4.5pp | 75.5%-0.3pp | 70.2%+5.0pp |
| Annual return | 10.22% | 12.14%-1.9pp | 425.96%-415.7pp | 5.13%+5.1pp |
| Employer contribution / active EE | $638 | $2,365-73.0% | $2,470-74.2% | $1,974-67.7% |
| Participant deferral / active EE | $3,063 | $3,533-13.3% | $3,497-12.4% | $3,061+0.1% |
| Admin fee / account holder | $4 | $93-95.4% | $5,480-99.9% | $95-95.4% |