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 | $54,543 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,763 | $65,241+17.7% | $126,539-39.3% | $85,563-10.3% |
| Participation rate | 73.9% | 48.6%+25.3pp | 69.8%+4.1pp | 66.0%+8.0pp |
| Annual return | 17.79% | 42.19%-24.4pp | 425.95%-408.2pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,953 | $1,937+0.8% | $3,674-46.9% | $2,654-26.4% |
| Participant deferral / active EE | $8,090 | $3,032+166.8% | $4,083+98.2% | $4,375+84.9% |
| Admin fee / account holder | $149 | $1,031-85.5% | $6,065-97.5% | $834-82.1% |