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 | $8,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,550 | $85,135+9.9% | $98,907-5.4% | $73,409+27.4% |
| Participation rate | 99.2% | 81.1%+18.1pp | 76.0%+23.2pp | 72.2%+27.0pp |
| Annual return | 12.48% | 19.14%-6.7pp | 196.43%-183.9pp | 59.29%-46.8pp |
| Employer contribution / active EE | $2,024 | $2,721-25.6% | $2,689-24.7% | $2,234-9.4% |
| Participant deferral / active EE | $4,604 | $4,349+5.9% | $4,244+8.5% | $3,805+21.0% |
| Admin fee / account holder | $11 | $139-92.3% | $6,642-99.8% | $158-93.2% |