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 8-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&SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $30,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,063 | $84,556+112.9% | $116,228+54.9% | $74,304+142.3% |
| Participation rate | 99.5% | 66.0%+33.5pp | 74.6%+25.0pp | 60.3%+39.2pp |
| Annual return | 15.30% | 18.35%-3.1pp | 90.06%-74.8pp | 29.43%-14.1pp |
| Employer contribution / active EE | $5,467 | $2,168+152.2% | $2,994+82.6% | $2,241+143.9% |
| Participant deferral / active EE | $5,080 | $3,814+33.2% | $4,953+2.6% | $3,767+34.8% |
| Admin fee / account holder | $78 | $3,792-98.0% | $11,989-99.4% | $2,969-97.4% |