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 | $17,795 |
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 | $65,073 | $50,106+29.9% | $70,014-7.1% | $57,658+12.9% |
| Participation rate | 97.0% | 70.9%+26.2pp | 71.8%+25.2pp | 70.2%+26.8pp |
| Annual return | 6.35% | 14.58%-8.2pp | 12.99%-6.6pp | 5.13%+1.2pp |
| Employer contribution / active EE | $5,065 | $1,739+191.2% | $2,338+116.6% | $1,974+156.6% |
| Participant deferral / active EE | $3,302 | $2,486+32.8% | $2,931+12.7% | $3,061+7.9% |
| Admin fee / account holder | $62 | $89-30.7% | $4,380-98.6% | $95-34.6% |