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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,281 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $139,511 | $48,076+190.2% | $78,689+77.3% | $62,891+121.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.62% | 31.35%-24.7pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $17,731 | $2,015+780.1% | $2,851+522.0% | $2,281+677.4% |
| Participant deferral / active EE | $12,107 | $2,588+367.9% | $3,517+244.3% | $3,203+278.0% |
| Admin fee / account holder | $23 | $3,207-99.3% | $4,510-99.5% | $4,296-99.5% |