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) | $13,342 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,816 | $76,050+111.5% | $96,544+66.6% | $71,457+125.1% |
| Participation rate | 98.7% | 74.4%+24.3pp | 76.0%+22.7pp | 67.9%+30.8pp |
| Annual return | 23.44% | 22.81%+0.6pp | 25.84%-2.4pp | 28.85%-5.4pp |
| Employer contribution / active EE | $3,273 | $2,244+45.9% | $2,965+10.4% | $2,588+26.5% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $79 | $2,707-97.1% | $8,252-99.0% | $1,587-95.0% |