Filed July 19, 2022
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 9-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 | $14,464 |
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 | $58,494 | $31,370+86.5% | $74,583-21.6% | $63,975-8.6% |
| Participation rate | 95.4% | 42.6%+52.9pp | 68.1%+27.3pp | 71.1%+24.3pp |
| Annual return | 0.00% | -105.16%+105.2pp | 20.47%-20.5pp | 48.65%-48.7pp |
| Employer contribution / active EE | $1,289 | $822+56.8% | $2,525-48.9% | $2,182-40.9% |
| Participant deferral / active EE | $2,808 | $1,560+80.0% | $3,458-18.8% | $3,356-16.3% |
| Admin fee / account holder | $94 | $77+22.7% | $4,138-97.7% | $70+33.8% |