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 | $2,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,464 | $45,602+12.9% | $117,472-56.2% | $66,914-23.1% |
| Participation rate | 87.3% | 57.6%+29.7pp | 70.6%+16.7pp | 69.8%+17.5pp |
| Annual return | -18.41% | -16.74%-1.7pp | 29.74%-48.1pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,746 | $1,579+10.6% | $4,176-58.2% | $2,544-31.4% |
| Participant deferral / active EE | $7,342 | $2,845+158.1% | $4,070+80.4% | $4,237+73.3% |
| Admin fee / account holder | $10 | $661-98.5% | $5,645-99.8% | $593-98.3% |