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 & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $46,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,957 | $58,778+12.2% | $129,207-49.0% | $77,643-15.1% |
| Participation rate | 89.0% | 59.2%+29.8pp | 69.6%+19.4pp | 70.6%+18.5pp |
| Annual return | 15.10% | 24.73%-9.6pp | 9417.33%-9402.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,894 | $1,952-3.0% | $4,153-54.4% | $2,726-30.5% |
| Participant deferral / active EE | $7,844 | $3,212+144.2% | $4,168+88.2% | $4,647+68.8% |
| Admin fee / account holder | $122 | $589-79.2% | $7,715-98.4% | $430-71.5% |