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 4-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 | $13,453 |
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 | $57,444 | $112,623-49.0% | $106,213-45.9% | $199,593-71.2% |
| Participation rate | 74.5% | 86.2%-11.7pp | 75.3%-0.8pp | 72.0%+2.6pp |
| Annual return | 12.82% | 15.57%-2.8pp | 116.14%-103.3pp | 34.25%-21.4pp |
| Employer contribution / active EE | $5,292 | $4,575+15.7% | $3,171+66.9% | $3,034+74.4% |
| Participant deferral / active EE | $4,980 | $6,659-25.2% | $5,016-0.7% | $5,087-2.1% |
| Admin fee / account holder | $14 | $107-87.2% | $11,033-99.9% | $269-94.9% |