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 | $1,622 |
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 | $98,596 | $100,801-2.2% | $149,696-34.1% | $73,409+34.3% |
| Participation rate | 90.0% | 77.7%+12.3pp | 82.5%+7.5pp | 72.2%+17.8pp |
| Annual return | 12.19% | 265.34%-253.1pp | 276.60%-264.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $5,295 | $3,312+59.9% | $4,644+14.0% | $2,234+137.0% |
| Participant deferral / active EE | $6,700 | $6,404+4.6% | $6,842-2.1% | $3,805+76.1% |
| Admin fee / account holder | $2 | $181-99.1% | $9,309-100.0% | $158-99.0% |