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 | $1,106 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,024 | $55,415+325.9% | $155,509+51.8% | $74,495+216.8% |
| Participation rate | 78.9% | 61.9%+17.0pp | 78.2%+0.7pp | 67.2%+11.7pp |
| Annual return | 13.18% | 268.50%-255.3pp | 64.67%-51.5pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $8,091 | $2,267+256.9% | $4,672+73.2% | $2,623+208.5% |
| Participant deferral / active EE | $4,682 | $2,836+65.1% | $5,626-16.8% | $4,346+7.7% |
| Admin fee / account holder | $198 | $1,738-88.6% | $15,912-98.8% | $1,942-89.8% |