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 | $14,030 |
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 | $160,374 | $76,552+109.5% | $123,892+29.4% | $62,891+155.0% |
| Participation rate | 91.8% | 73.0%+18.8pp | 81.4%+10.4pp | 69.3%+22.5pp |
| Annual return | 4.54% | 18.68%-14.1pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $2,240 | $2,883-22.3% | $4,617-51.5% | $2,281-1.8% |
| Participant deferral / active EE | $5,688 | $4,840+17.5% | $5,984-5.0% | $3,203+77.6% |
| Admin fee / account holder | $20 | $4,826-99.6% | $8,357-99.8% | $4,296-99.5% |