Filed February 1, 2023
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 | $170,361 |
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 | $23,873 | $67,505-64.6% | $73,843-67.7% | $67,505-64.6% |
| Participation rate | 85.3% | 71.2%+14.0pp | 73.4%+11.8pp | 71.2%+14.0pp |
| Annual return | 0.17% | 6.52%-6.4pp | 2267.84%-2267.7pp | 6.52%-6.4pp |
| Employer contribution / active EE | $1,357 | $2,173-37.6% | $2,787-51.3% | $2,173-37.6% |
| Participant deferral / active EE | $1,653 | $3,597-54.0% | $3,583-53.9% | $3,597-54.0% |
| Admin fee / account holder | $35 | $56-38.2% | $4,880-99.3% | $56-38.2% |