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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $26,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,157 | $80,211+7.4% | $74,183+16.1% | $63,975+34.7% |
| Participation rate | 98.1% | 84.2%+13.9pp | 76.6%+21.5pp | 71.1%+26.9pp |
| Annual return | 7.72% | 14.13%-6.4pp | 17.74%-10.0pp | 48.65%-40.9pp |
| Employer contribution / active EE | $2,056 | $2,553-19.5% | $2,370-13.2% | $2,182-5.8% |
| Participant deferral / active EE | $4,483 | $4,370+2.6% | $3,550+26.3% | $3,356+33.6% |
| Admin fee / account holder | $25 | $67-62.6% | $5,586-99.5% | $70-64.3% |