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 | $7,839 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,135 | $47,126-53.0% | $149,673-85.2% | $74,419-70.3% |
| Participation rate | 79.2% | 63.4%+15.8pp | 78.8%+0.4pp | 70.7%+8.5pp |
| Annual return | -21.07% | 22.75%-43.8pp | 134.42%-155.5pp | 34.38%-55.5pp |
| Employer contribution / active EE | $2,539 | $1,905+33.3% | $4,818-47.3% | $2,637-3.7% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $16 | $343-95.2% | $13,210-99.9% | $348-95.3% |