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 | $19,876 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,458 | $110,699+1.6% | $177,821-36.8% | $90,288+24.6% |
| Participation rate | 95.4% | 88.3%+7.0pp | 87.7%+7.7pp | 73.4%+22.0pp |
| Annual return | 15.38% | 22.79%-7.4pp | 48.32%-32.9pp | 53.97%-38.6pp |
| Employer contribution / active EE | $4,554 | $4,118+10.6% | $5,918-23.1% | $2,524+80.4% |
| Participant deferral / active EE | $8,477 | $6,731+25.9% | $7,714+9.9% | $4,232+100.3% |
| Admin fee / account holder | $11 | $90-87.3% | $12,427-99.9% | $114-89.9% |