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 | $1,150 |
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 | $125,289 | $76,552+63.7% | $123,892+1.1% | $62,891+99.2% |
| Participation rate | 80.2% | 73.0%+7.2pp | 81.4%-1.2pp | 69.3%+10.9pp |
| Annual return | 6.82% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,347 | $2,883-53.3% | $4,617-70.8% | $2,281-41.0% |
| Participant deferral / active EE | $7,249 | $4,840+49.8% | $5,984+21.1% | $3,203+126.3% |
| Admin fee / account holder | $13 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |