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) | $29,420 |
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 | $47,118 | $88,122-46.5% | $141,162-66.6% | $67,579-30.3% |
| Participation rate | 99.7% | 76.5%+23.2pp | 82.5%+17.2pp | 71.3%+28.4pp |
| Annual return | 20.30% | 75.40%-55.1pp | 71.39%-51.1pp | 378.56%-358.3pp |
| Employer contribution / active EE | $1,929 | $3,224-40.2% | $4,735-59.3% | $2,148-10.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $83 | $131-36.9% | $10,261-99.2% | $142-41.9% |