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: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,747 | $71,516+151.3% | $98,439+82.6% | $71,457+151.5% |
| Participation rate | 99.1% | 72.7%+26.4pp | 75.2%+24.0pp | 67.9%+31.2pp |
| Annual return | 16.19% | 32.41%-16.2pp | 21.16%-5.0pp | 28.85%-12.7pp |
| Employer contribution / active EE | $6,350 | $2,399+164.7% | $3,048+108.3% | $2,588+145.4% |
| Participant deferral / active EE | $7,526 | $4,109+83.2% | $4,738+58.8% | $4,289+75.5% |
| Admin fee / account holder | $86 | $1,675-94.9% | $8,948-99.0% | $1,587-94.6% |