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 | $13,312 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,441 | $53,345+13.3% | $121,098-50.1% | $74,419-18.8% |
| Participation rate | 93.8% | 60.0%+33.8pp | 69.5%+24.3pp | 70.7%+23.1pp |
| Annual return | 20.81% | 35.15%-14.3pp | 985.75%-964.9pp | 34.38%-13.6pp |
| Employer contribution / active EE | $1,950 | $1,898+2.7% | $4,164-53.2% | $2,637-26.1% |
| Participant deferral / active EE | $8,074 | $3,221+150.7% | $4,080+97.9% | $4,528+78.3% |
| Admin fee / account holder | $41 | $382-89.3% | $5,644-99.3% | $348-88.3% |