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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $14,353 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,484 | $40,479-84.0% | $78,210-91.7% | $62,292-89.6% |
| Participation rate | 81.4% | 54.6%+26.8pp | 68.7%+12.7pp | 69.5%+11.9pp |
| Annual return | 29.64% | 66.31%-36.7pp | 40.90%-11.3pp | 28.90%+0.7pp |
| Employer contribution / active EE | $0 | $1,024-100.0% | $2,034-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,142 | $1,718+82.9% | $2,823+11.3% | $3,169-0.9% |
| Admin fee / account holder | $9 | $376-97.5% | $3,758-99.7% | $479-98.0% |