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 4-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 & SMITH Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $24,193 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,514 | $59,186+64.8% | $76,768+27.0% | $56,287+73.2% |
| Participation rate | 87.9% | 75.2%+12.7pp | 77.0%+10.9pp | 69.9%+18.0pp |
| Annual return | -4.20% | 6.62%-10.8pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,729 | $1,759+55.2% | $2,485+9.8% | $2,111+29.3% |
| Participant deferral / active EE | $3,752 | $3,255+15.3% | $3,852-2.6% | $3,350+12.0% |
| Admin fee / account holder | $166 | $489-66.1% | $6,675-97.5% | $521-68.2% |