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 Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $87,721 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $16,763 |
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 | $29,974 | $95,274-68.5% | $135,903-77.9% | $74,419-59.7% |
| Participation rate | 88.5% | 78.2%+10.4pp | 81.9%+6.6pp | 70.7%+17.8pp |
| Annual return | 24.24% | 32.77%-8.5pp | 68.23%-44.0pp | 34.38%-10.1pp |
| Employer contribution / active EE | $2,380 | $3,874-38.6% | $4,856-51.0% | $2,637-9.8% |
| Participant deferral / active EE | $4,350 | $7,782-44.1% | $7,758-43.9% | $4,528-3.9% |
| Admin fee / account holder | $177 | $266-33.5% | $10,762-98.4% | $348-49.2% |