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 | $80,018 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,445 | $47,126+138.6% | $149,673-24.9% | $74,419+51.1% |
| Participation rate | 88.8% | 63.4%+25.4pp | 78.8%+10.1pp | 70.7%+18.1pp |
| Annual return | 16.18% | 22.75%-6.6pp | 134.42%-118.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $7,221 | $1,905+279.0% | $4,818+49.9% | $2,637+173.8% |
| Participant deferral / active EE | $5,749 | $2,728+110.7% | $5,680+1.2% | $4,528+27.0% |
| Admin fee / account holder | $6 | $343-98.4% | $13,210-100.0% | $348-98.4% |