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 Service code 19 · EIN 13-5674085 | Securities Custodian | $13,363 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,303 | $65,435+126.6% | $86,677+71.1% | $66,914+121.6% |
| Participation rate | 99.1% | 75.5%+23.7pp | 76.6%+22.6pp | 69.8%+29.3pp |
| Annual return | 5.26% | -10.89%+16.2pp | 35.91%-30.6pp | 1.58%+3.7pp |
| Employer contribution / active EE | $4,358 | $2,153+102.4% | $2,836+53.6% | $2,544+71.3% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $90 | $642-86.0% | $7,493-98.8% | $593-84.9% |