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 | $851 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,193 | $76,552+67.5% | $123,892+3.5% | $62,891+103.8% |
| Participation rate | 91.9% | 73.0%+19.0pp | 81.4%+10.5pp | 69.3%+22.6pp |
| Annual return | 5.26% | 18.68%-13.4pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $3,901 | $2,883+35.3% | $4,617-15.5% | $2,281+71.0% |
| Participant deferral / active EE | $11,925 | $4,840+146.4% | $5,984+99.3% | $3,203+272.3% |
| Admin fee / account holder | $168 | $4,826-96.5% | $8,357-98.0% | $4,296-96.1% |