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 | $7,061 |
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 | $17,577 | $50,815-65.4% | $155,509-88.7% | $77,643-77.4% |
| Participation rate | 96.7% | 63.1%+33.6pp | 78.2%+18.5pp | 70.6%+26.1pp |
| Annual return | -19.24% | 34.80%-54.0pp | 64.67%-83.9pp | 31.24%-50.5pp |
| Employer contribution / active EE | $2,926 | $1,993+46.8% | $4,672-37.4% | $2,726+7.3% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $14 | $437-96.7% | $15,912-99.9% | $430-96.6% |