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 | $956 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $186,382 | $98,750+88.7% | $149,696+24.5% | $79,858+133.4% |
| Participation rate | 98.6% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.0pp |
| Annual return | 9.80% | 27.43%-17.6pp | 276.60%-266.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $3,972 | $3,216+23.5% | $4,644-14.5% | $2,471+60.8% |
| Participant deferral / active EE | $7,097 | $5,680+24.9% | $6,842+3.7% | $3,740+89.7% |
| Admin fee / account holder | $29 | $6,053-99.5% | $9,309-99.7% | $5,306-99.5% |