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 Service code 27 · EIN 13-5674085 13355 NOEL RD 7TH FLOOR · DALLAS, TX 75240 | Advisory (Plan) | $22,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,884 | $75,388-44.4% | $123,544-66.1% | $55,725-24.8% |
| Participation rate | 99.3% | 75.7%+23.7pp | 82.3%+17.0pp | 70.9%+28.5pp |
| Annual return | 3.51% | 4.48%-1.0pp | 119.20%-115.7pp | 244.93%-241.4pp |
| Employer contribution / active EE | $3,135 | $3,063+2.4% | $4,628-32.2% | $2,078+50.9% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $69 | $120-42.4% | $9,284-99.3% | $115-40.1% |