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 27 3455 PEACHTREE RD NE SUITE 1000 · ATLANTA, GA 30326 | Advisory (Plan) | $20,885 |
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 | $23,496 | $46,072-49.0% | $70,014-66.4% | $55,167-57.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 1.78% | 8.68%-6.9pp | 12.99%-11.2pp | 169.23%-167.4pp |
| Employer contribution / active EE | $1,327 | $1,500-11.5% | $2,338-43.2% | $1,963-32.4% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $166 | $428-61.2% | $4,380-96.2% | $504-67.1% |