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 | $2,926 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $67,777 | $75,183-9.9% | $123,892-45.3% | $55,167+22.9% |
| Participation rate | 92.9% | 72.8%+20.1pp | 81.4%+11.5pp | 69.0%+23.9pp |
| Annual return | 8.11% | 19.01%-10.9pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,700 | $2,823-4.4% | $4,617-41.5% | $1,963+37.6% |
| Participant deferral / active EE | $7,601 | $5,084+49.5% | $5,984+27.0% | $3,054+148.9% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.2% |