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 | $31,077 |
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 | $79,990 | $62,267+28.5% | $110,238-27.4% | $55,725+43.5% |
| Participation rate | 90.8% | 78.1%+12.7pp | 79.8%+11.0pp | 70.9%+19.9pp |
| Annual return | -5.21% | -1.07%-4.1pp | 314.74%-319.9pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,875 | $1,941+48.1% | $3,826-24.9% | $2,078+38.3% |
| Participant deferral / active EE | $5,696 | $3,516+62.0% | $4,672+21.9% | $3,356+69.7% |
| Admin fee / account holder | $10 | $121-91.6% | $8,547-99.9% | $115-91.2% |