Filed November 13, 2024 (most recent of 3 filings on file)
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 | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,915 | $61,052-6.8% | $142,863-60.2% | $79,386-28.3% |
| Participation rate | 85.1% | 60.1%+25.0pp | 71.9%+13.2pp | 70.7%+14.4pp |
| Annual return | 13.90% | 16.02%-2.1pp | 5637.54%-5623.6pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,566 | $1,481+5.8% | $4,144-62.2% | $2,427-35.5% |
| Participant deferral / active EE | $3,741 | $2,879+29.9% | $3,837-2.5% | $4,046-7.5% |
| Admin fee / account holder | $0 | $659-100.0% | $6,560-100.0% | $626-100.0% |