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 | $55,472+325.5% | $155,567+51.7% | $74,546+216.6% |
| Participation rate | 78.9% | 61.9%+16.9pp | 78.2%+0.7pp | 67.2%+11.6pp |
| Annual return | 13.18% | 268.72%-255.5pp | 64.74%-51.6pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $8,091 | $2,269+256.6% | $4,674+73.1% | $2,624+208.3% |
| Participant deferral / active EE | $4,682 | $2,838+65.0% | $5,628-16.8% | $4,347+7.7% |
| Admin fee / account holder | $198 | $1,743-88.6% | $15,916-98.8% | $1,944-89.8% |