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 |
|---|---|---|
MERRIL LYNCH2 years Service code 28 100 WILSHIRE BLD · SANTA MONICA, CA 90401 | Investment Management | $13,030 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,231 | $79,171-40.3% | $102,423-53.9% | $74,495-36.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 6.25% | 54.93%-48.7pp | 29.32%-23.1pp | 1364.94%-1358.7pp |
| Employer contribution / active EE | $5,192 | $2,362+119.8% | $3,023+71.7% | $2,623+97.9% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $121 | $2,001-93.9% | $9,451-98.7% | $1,942-93.8% |