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 | $19,956 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,386 | $48,277+95.5% | $63,517+48.6% | $55,191+71.0% |
| Participation rate | 72.9% | 69.4%+3.5pp | 71.0%+1.8pp | 69.2%+3.7pp |
| Annual return | 3.16% | 2.37%+0.8pp | -70.30%+73.5pp | 10.78%-7.6pp |
| Employer contribution / active EE | $1,272 | $1,592-20.1% | $2,322-45.2% | $1,899-33.0% |
| Participant deferral / active EE | $3,629 | $2,432+49.2% | $2,953+22.9% | $3,046+19.1% |
| Admin fee / account holder | $39 | $86-54.2% | $5,892-99.3% | $91-56.6% |