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 | $5,378 |
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 | $98,519 | $88,122+11.8% | $141,162-30.2% | $67,579+45.8% |
| Participation rate | 81.9% | 76.5%+5.4pp | 82.5%-0.6pp | 71.3%+10.6pp |
| Annual return | 20.60% | 75.40%-54.8pp | 71.39%-50.8pp | 378.56%-358.0pp |
| Employer contribution / active EE | $4,549 | $3,224+41.1% | $4,735-3.9% | $2,148+111.8% |
| Participant deferral / active EE | $6,071 | $5,958+1.9% | $6,709-9.5% | $3,539+71.5% |
| Admin fee / account holder | $8 | $131-93.8% | $10,261-99.9% | $142-94.3% |