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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $542,280 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,482 | $112,623-30.3% | $106,213-26.1% | $199,593-60.7% |
| Participation rate | 94.1% | 86.2%+7.8pp | 75.3%+18.8pp | 72.0%+22.1pp |
| Annual return | 11.86% | 15.57%-3.7pp | 116.14%-104.3pp | 34.25%-22.4pp |
| Employer contribution / active EE | $4,216 | $4,575-7.9% | $3,171+32.9% | $3,034+38.9% |
| Participant deferral / active EE | $4,715 | $6,659-29.2% | $5,016-6.0% | $5,087-7.3% |
| Admin fee / account holder | $94 | $107-12.5% | $11,033-99.2% | $269-65.2% |