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 | $52,663 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,050 | $107,440-25.5% | $105,738-24.3% | $55,725+43.7% |
| Participation rate | 82.0% | 55.5%+26.5pp | 76.3%+5.7pp | 70.9%+11.2pp |
| Annual return | -6.93% | -0.59%-6.3pp | 6.27%-13.2pp | 244.93%-251.9pp |
| Employer contribution / active EE | $3,374 | $1,448+133.0% | $3,268+3.2% | $2,078+62.3% |
| Participant deferral / active EE | $4,711 | $2,171+117.0% | $4,080+15.5% | $3,356+40.4% |
| Admin fee / account holder | $117 | $283-58.9% | $6,913-98.3% | $115+1.2% |