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 | $2,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,464 | $95,274-0.9% | $135,903-30.5% | $74,419+26.9% |
| Participation rate | 83.9% | 78.2%+5.7pp | 81.9%+1.9pp | 70.7%+13.1pp |
| Annual return | 20.87% | 32.77%-11.9pp | 68.23%-47.4pp | 34.38%-13.5pp |
| Employer contribution / active EE | $1,952 | $3,874-49.6% | $4,856-59.8% | $2,637-26.0% |
| Participant deferral / active EE | $7,365 | $7,782-5.4% | $7,758-5.1% | $4,528+62.6% |
| Admin fee / account holder | $2 | $266-99.4% | $10,762-100.0% | $348-99.5% |