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 | Indirect Investment Fees | $22,517 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,477 | $80,753-90.7% | $136,294-94.5% | $62,292-88.0% |
| Participation rate | 72.4% | 73.5%-1.1pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 19.78% | 35.83%-16.1pp | 5155.94%-5136.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,056 | $5,164-21.4% | $6,247-35.1% | $3,169+28.0% |
| Admin fee / account holder | $8 | $525-98.4% | $9,243-99.9% | $479-98.3% |