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 | $125 |
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 | $46,295 | $48,335-4.2% | $121,098-61.8% | $71,457-35.2% |
| Participation rate | 88.7% | 54.3%+34.4pp | 69.5%+19.2pp | 67.9%+20.8pp |
| Annual return | 13.03% | 23.32%-10.3pp | 985.75%-972.7pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,686 | $1,489+13.2% | $4,164-59.5% | $2,588-34.8% |
| Participant deferral / active EE | $4,203 | $2,754+52.6% | $4,080+3.0% | $4,289-2.0% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,644-100.0% | $1,587-100.0% |