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 & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $700 |
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 | $119,877 | $77,813+54.1% | $123,544-3.0% | $64,186+86.8% |
| Participation rate | 95.7% | 74.7%+20.9pp | 82.3%+13.4pp | 69.6%+26.1pp |
| Annual return | -4.83% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,090 | $3,014+35.7% | $4,628-11.6% | $2,381+71.8% |
| Participant deferral / active EE | $5,275 | $5,240+0.7% | $6,426-17.9% | $3,470+52.0% |
| Admin fee / account holder | $6 | $5,519-99.9% | $9,284-99.9% | $4,888-99.9% |