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 7-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 | $6,318 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,100 | $58,778+56.7% | $129,207-28.7% | $77,643+18.6% |
| Participation rate | 98.3% | 59.2%+39.0pp | 69.6%+28.7pp | 70.6%+27.7pp |
| Annual return | 18.22% | 24.73%-6.5pp | 9417.33%-9399.1pp | 31.24%-13.0pp |
| Employer contribution / active EE | $7,982 | $1,952+308.9% | $4,153+92.2% | $2,726+192.8% |
| Participant deferral / active EE | $7,447 | $3,212+131.8% | $4,168+78.7% | $4,647+60.3% |
| Admin fee / account holder | $10 | $589-98.4% | $7,715-99.9% | $430-97.8% |