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 & SMIT Service code 16 · EIN 13-5674085 | Consulting | $25,007 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,932 |
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 | $92,245 | $73,404+25.7% | $87,100+5.9% | $67,579+36.5% |
| Participation rate | 88.7% | 80.9%+7.8pp | 76.9%+11.8pp | 71.3%+17.4pp |
| Annual return | 23.10% | 48.29%-25.2pp | 28.19%-5.1pp | 378.56%-355.5pp |
| Employer contribution / active EE | $1,867 | $2,014-7.3% | $2,521-26.0% | $2,148-13.1% |
| Participant deferral / active EE | $3,682 | $3,913-5.9% | $4,049-9.1% | $3,539+4.0% |
| Admin fee / account holder | $60 | $142-57.4% | $7,497-99.2% | $142-57.6% |