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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $30,925 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,143 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,533 | $125,758-42.3% | $169,993-57.3% | $75,163-3.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.67% | 27.20%-11.5pp | 53.37%-37.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $4,115 | $4,615-10.8% | $6,785-39.4% | $2,670+54.1% |
| Participant deferral / active EE | $8,452 | $6,837+23.6% | $10,408-18.8% | $4,125+104.9% |
| Admin fee / account holder | $272 | $8,173-96.7% | $12,815-97.9% | $5,651-95.2% |