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 | $18,225 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $13,869 |
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 | $113,094 | $96,403+17.3% | $93,606+20.8% | $77,787+45.4% |
| Participation rate | 94.0% | 87.6%+6.4pp | 75.8%+18.2pp | 73.2%+20.8pp |
| Annual return | 14.77% | 39.36%-24.6pp | 32.76%-18.0pp | 32.57%-17.8pp |
| Employer contribution / active EE | $4,609 | $3,616+27.5% | $2,718+69.6% | $2,504+84.0% |
| Participant deferral / active EE | $3,453 | $5,341-35.3% | $4,069-15.1% | $3,967-13.0% |
| Admin fee / account holder | $13 | $90-85.7% | $7,888-99.8% | $100-87.2% |