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 | $44,035 |
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 | $86,603 | $55,790+55.2% | $76,817+12.7% | $67,579+28.2% |
| Participation rate | 95.2% | 71.1%+24.1pp | 72.1%+23.1pp | 71.3%+23.9pp |
| Annual return | 15.98% | 64.45%-48.5pp | 1166.11%-1150.1pp | 378.56%-362.6pp |
| Employer contribution / active EE | $5,491 | $1,810+203.3% | $2,302+138.5% | $2,148+155.6% |
| Participant deferral / active EE | $3,926 | $2,875+36.6% | $3,336+17.7% | $3,539+10.9% |
| Admin fee / account holder | $116 | $159-27.2% | $6,420-98.2% | $142-18.6% |