Filed July 15, 2022
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 | $2,625 |
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 | $99,663 | $88,324+12.8% | $115,037-13.4% | $55,191+80.6% |
| Participation rate | 73.7% | 72.5%+1.1pp | 81.4%-7.7pp | 69.2%+4.5pp |
| Annual return | -0.79% | 6.30%-7.1pp | 26.14%-26.9pp | 10.78%-11.6pp |
| Employer contribution / active EE | $817 | $2,805-70.9% | $4,608-82.3% | $1,899-57.0% |
| Participant deferral / active EE | $5,927 | $5,042+17.5% | $6,026-1.6% | $3,046+94.6% |
| Admin fee / account holder | $7 | $105-93.3% | $8,175-99.9% | $91-92.2% |