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 | $68,280 |
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 | $118,108 | $58,101+103.3% | $118,925-0.7% | $73,409+60.9% |
| Participation rate | 88.0% | 56.1%+31.9pp | 75.4%+12.6pp | 72.2%+15.8pp |
| Annual return | 13.89% | 20.56%-6.7pp | 35.88%-22.0pp | 59.29%-45.4pp |
| Employer contribution / active EE | $3,834 | $1,445+165.3% | $3,263+17.5% | $2,234+71.7% |
| Participant deferral / active EE | $5,489 | $2,400+128.7% | $4,265+28.7% | $3,805+44.2% |
| Admin fee / account holder | $43 | $138-69.2% | $6,581-99.4% | $158-73.1% |