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 | $1,184 |
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 | $66,876 | $48,277+38.5% | $63,517+5.3% | $55,191+21.2% |
| Participation rate | 97.8% | 69.4%+28.4pp | 71.0%+26.7pp | 69.2%+28.6pp |
| Annual return | -1.45% | 2.37%-3.8pp | -70.30%+68.8pp | 10.78%-12.2pp |
| Employer contribution / active EE | $1,375 | $1,592-13.6% | $2,322-40.8% | $1,899-27.6% |
| Participant deferral / active EE | $3,186 | $2,432+31.0% | $2,953+7.9% | $3,046+4.6% |
| Admin fee / account holder | $1 | $86-99.1% | $5,892-100.0% | $91-99.1% |