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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,959 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,864 | $155,795-37.8% | $136,294-28.9% | $69,631+39.1% |
| Participation rate | 79.9% | 75.2%+4.6pp | 81.9%-2.0pp | 70.7%+9.2pp |
| Annual return | 15.65% | 232464.33%-232448.7pp | 5155.94%-5140.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $4,959 | $2,991+65.8% | $4,695+5.6% | $2,032+144.0% |
| Participant deferral / active EE | $5,397 | $5,394+0.1% | $6,247-13.6% | $3,224+67.4% |
| Admin fee / account holder | $2 | $128-98.6% | $9,243-100.0% | $110-98.4% |