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 | $139,032 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,600 | $81,357-72.2% | $75,972-70.3% | $199,593-88.7% |
| Participation rate | 90.8% | 69.9%+20.9pp | 69.1%+21.8pp | 72.0%+18.9pp |
| Annual return | 14.14% | 16.32%-2.2pp | 359.55%-345.4pp | 34.25%-20.1pp |
| Employer contribution / active EE | $1,136 | $3,341-66.0% | $2,685-57.7% | $3,034-62.6% |
| Participant deferral / active EE | $3,078 | $4,710-34.6% | $4,255-27.7% | $5,087-39.5% |
| Admin fee / account holder | $73 | $144-49.6% | $6,467-98.9% | $269-72.9% |