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 | $1,839 |
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 | $74,913 | $50,106+49.5% | $70,014+7.0% | $57,658+29.9% |
| Participation rate | 97.7% | 70.9%+26.9pp | 71.8%+25.9pp | 70.2%+27.5pp |
| Annual return | 7.20% | 14.58%-7.4pp | 12.99%-5.8pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,309 | $1,739-24.7% | $2,338-44.0% | $1,974-33.7% |
| Participant deferral / active EE | $3,159 | $2,486+27.1% | $2,931+7.8% | $3,061+3.2% |
| Admin fee / account holder | $1 | $89-99.0% | $4,380-100.0% | $95-99.1% |