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 | $25,705 |
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 | $101,291 | $95,918+5.6% | $151,611-33.2% | $77,904+30.0% |
| Participation rate | 95.3% | 88.7%+6.5pp | 87.5%+7.8pp | 73.7%+21.6pp |
| Annual return | -15.00% | -5.50%-9.5pp | 3.33%-18.3pp | 12.21%-27.2pp |
| Employer contribution / active EE | $5,628 | $4,330+30.0% | $6,166-8.7% | $2,848+97.6% |
| Participant deferral / active EE | $10,406 | $7,508+38.6% | $8,363+24.4% | $4,806+116.5% |
| Admin fee / account holder | $12 | $93-86.9% | $11,616-99.9% | $133-90.8% |