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 | $23,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,050 | $63,442-18.0% | $68,791-24.3% | $66,914-22.2% |
| Participation rate | 97.9% | 60.0%+37.9pp | 69.0%+28.9pp | 69.8%+28.1pp |
| Annual return | -15.04% | -8.29%-6.8pp | -6.38%-8.7pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,221 | $1,775+25.1% | $2,655-16.4% | $2,544-12.7% |
| Participant deferral / active EE | $4,106 | $2,945+39.4% | $3,941+4.2% | $4,237-3.1% |
| Admin fee / account holder | $145 | $577-74.9% | $4,932-97.1% | $593-75.5% |