Filed January 9, 2025
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 | $11,861 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,596 | $65,708-80.8% | $76,817-83.6% | $77,787-83.8% |
| Participation rate | 82.2% | 79.0%+3.2pp | 72.1%+10.1pp | 73.2%+8.9pp |
| Annual return | 22.59% | 49.86%-27.3pp | 1166.11%-1143.5pp | 32.57%-10.0pp |
| Employer contribution / active EE | $936 | $2,167-56.8% | $2,302-59.3% | $2,504-62.6% |
| Participant deferral / active EE | $1,463 | $3,254-55.0% | $3,336-56.1% | $3,967-63.1% |
| Admin fee / account holder | $9 | $91-90.0% | $6,420-99.9% | $100-90.9% |