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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $31,250 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,817 | $84,936-26.0% | $111,297-43.6% | $79,386-20.9% |
| Participation rate | 97.0% | 75.9%+21.2pp | 77.3%+19.7pp | 70.7%+26.3pp |
| Annual return | 14.98% | 17.45%-2.5pp | 54.65%-39.7pp | 116.85%-101.9pp |
| Employer contribution / active EE | $4,401 | $1,979+122.4% | $2,731+61.1% | $2,427+81.3% |
| Participant deferral / active EE | $5,743 | $3,888+47.7% | $4,487+28.0% | $4,046+42.0% |
| Admin fee / account holder | $82 | $537-84.7% | $7,964-99.0% | $626-86.8% |