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 Service code 52 · EIN 13-5674085 420 N 20TH ST STE 2600 · BIRMINGHAM, AL 35203 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $194,557 | $75,183+158.8% | $123,892+57.0% | $55,167+252.7% |
| Participation rate | 94.7% | 72.8%+21.8pp | 81.4%+13.3pp | 69.0%+25.7pp |
| Annual return | 6.62% | 19.01%-12.4pp | 47.52%-40.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $10,502 | $2,823+271.9% | $4,617+127.5% | $1,963+435.1% |
| Participant deferral / active EE | $7,031 | $5,084+38.3% | $5,984+17.5% | $3,054+130.2% |
| Admin fee / account holder | $55 | $663-91.7% | $8,357-99.3% | $504-89.1% |