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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,208 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 28 · EIN 13-5674085 | Investment Management | $0 |
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 | $31,829 | $31,388+1.4% | $73,545-56.7% | $62,292-48.9% |
| Participation rate | 83.6% | 39.9%+43.7pp | 54.9%+28.6pp | 69.5%+14.0pp |
| Annual return | 17.77% | 25.34%-7.6pp | -15.16%+32.9pp | 28.90%-11.1pp |
| Employer contribution / active EE | $442 | $498-11.2% | $1,219-63.7% | $2,042-78.3% |
| Participant deferral / active EE | $2,388 | $1,028+132.2% | $1,806+32.2% | $3,169-24.7% |
| Admin fee / account holder | $183 | $299-38.9% | $2,320-92.1% | $479-61.9% |