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 & SMIT Service code 26 · EIN 13-5674085 | Advisory (Participants) | $18,750 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $45,965 | $65,376-29.7% | $87,100-47.2% | $65,185-29.5% |
| Participation rate | 94.7% | 75.3%+19.4pp | 76.9%+17.8pp | 70.2%+24.5pp |
| Annual return | 25.83% | 31.27%-5.4pp | 28.19%-2.4pp | 29.38%-3.6pp |
| Employer contribution / active EE | $4,331 | $1,822+137.7% | $2,521+71.8% | $2,177+99.0% |
| Participant deferral / active EE | $3,535 | $3,388+4.3% | $4,049-12.7% | $3,514+0.6% |
| Admin fee / account holder | $43 | $520-91.7% | $7,497-99.4% | $847-94.9% |