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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $43,445 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,158 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,923 | $89,436-52.0% | $164,813-74.0% | $77,643-44.7% |
| Participation rate | 89.1% | 78.6%+10.5pp | 78.6%+10.5pp | 70.6%+18.5pp |
| Annual return | 15.87% | 28.83%-13.0pp | 69.93%-54.1pp | 31.24%-15.4pp |
| Employer contribution / active EE | $4,334 | $2,569+68.7% | $4,341-0.2% | $2,726+59.0% |
| Participant deferral / active EE | $3,151 | $4,897-35.7% | $6,031-47.8% | $4,647-32.2% |
| Admin fee / account holder | $202 | $339-40.6% | $12,690-98.4% | $430-53.2% |