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 Service code 28 · EIN 13-5674085 | Investment Management | $15,009 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,990 | $46,292-37.4% | $143,757-79.8% | $64,808-55.3% |
| Participation rate | 97.5% | 64.2%+33.3pp | 80.3%+17.2pp | 71.5%+26.1pp |
| Annual return | 12.06% | -10.05%+22.1pp | -0.04%+12.1pp | 32.82%-20.8pp |
| Employer contribution / active EE | $2,137 | $1,910+11.9% | $4,951-56.8% | $2,506-14.7% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $31 | $154-79.5% | $14,673-99.8% | $188-83.2% |