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 | $4,722 |
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 | $142,853 | $77,813+83.6% | $123,544+15.6% | $64,186+122.6% |
| Participation rate | 93.2% | 74.7%+18.5pp | 82.3%+10.9pp | 69.6%+23.6pp |
| Annual return | -2.58% | 12.48%-15.1pp | 119.20%-121.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $6,531 | $3,014+116.7% | $4,628+41.1% | $2,381+174.3% |
| Participant deferral / active EE | $3,468 | $5,240-33.8% | $6,426-46.0% | $3,470-0.1% |
| Admin fee / account holder | $22 | $5,519-99.6% | $9,284-99.8% | $4,888-99.6% |