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 7-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: MERRILLL LYNCH, PIERCE, FENNER AND Service code 15 · EIN 13-5674085 | Recordkeeping | $10,206 |
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 | $154,664 | $73,638+110.0% | $95,952+61.2% | $73,488+110.5% |
| Participation rate | 99.2% | 76.2%+23.1pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 12.56% | 16.78%-4.2pp | 91.61%-79.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $5,611 | $1,863+201.2% | $2,541+120.8% | $2,270+147.2% |
| Participant deferral / active EE | $6,543 | $3,617+80.9% | $4,167+57.0% | $3,740+75.0% |
| Admin fee / account holder | $76 | $482-84.2% | $6,795-98.9% | $513-85.2% |