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 | $20,613 |
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 | $57,105 | $48,277+18.3% | $63,517-10.1% | $55,191+3.5% |
| Participation rate | 99.7% | 69.4%+30.3pp | 71.0%+28.6pp | 69.2%+30.5pp |
| Annual return | -1.97% | 2.37%-4.3pp | -70.30%+68.3pp | 10.78%-12.8pp |
| Employer contribution / active EE | $4,846 | $1,592+204.4% | $2,322+108.7% | $1,899+155.2% |
| Participant deferral / active EE | $3,116 | $2,432+28.1% | $2,953+5.5% | $3,046+2.3% |
| Admin fee / account holder | $71 | $86-17.0% | $5,892-98.8% | $91-21.4% |