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 | $18,567 |
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 | $73,089 | $48,261+51.4% | $68,793+6.2% | $55,725+31.2% |
| Participation rate | 93.2% | 71.0%+22.2pp | 72.2%+21.0pp | 70.9%+22.3pp |
| Annual return | -5.59% | -2.61%-3.0pp | -4.63%-1.0pp | 244.93%-250.5pp |
| Employer contribution / active EE | $5,067 | $1,742+190.8% | $2,625+93.0% | $2,078+143.8% |
| Participant deferral / active EE | $3,572 | $2,712+31.7% | $3,311+7.9% | $3,356+6.5% |
| Admin fee / account holder | $50 | $126-60.8% | $5,131-99.0% | $115-57.0% |