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 | $3,667 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,332 | $61,473+58.3% | $81,930+18.8% | $73,409+32.6% |
| Participation rate | 83.6% | 72.4%+11.2pp | 72.0%+11.6pp | 72.2%+11.5pp |
| Annual return | 12.77% | 28.26%-15.5pp | 29.49%-16.7pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,005 | $1,898-47.1% | $4,310-76.7% | $2,234-55.0% |
| Participant deferral / active EE | $4,064 | $3,080+31.9% | $7,107-42.8% | $3,805+6.8% |
| Admin fee / account holder | $9 | $125-93.0% | $5,158-99.8% | $158-94.4% |