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 | $1,594 |
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 | $151,690 | $89,355+69.8% | $141,162+7.5% | $72,985+107.8% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | 15.21% | 111.85%-96.6pp | 71.39%-56.2pp | 81.00%-65.8pp |
| Employer contribution / active EE | $7,945 | $3,114+155.1% | $4,735+67.8% | $2,440+225.7% |
| Participant deferral / active EE | $5,300 | $5,418-2.2% | $6,709-21.0% | $3,607+46.9% |
| Admin fee / account holder | $15 | $5,958-99.7% | $10,261-99.9% | $5,124-99.7% |