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) | $25,025 |
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 | $47,933 | $100,801-52.4% | $149,696-68.0% | $73,409-34.7% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.5%+17.2pp | 72.2%+27.5pp |
| Annual return | 7.65% | 265.34%-257.7pp | 276.60%-269.0pp | 59.29%-51.6pp |
| Employer contribution / active EE | $3,429 | $3,312+3.5% | $4,644-26.2% | $2,234+53.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $64 | $181-64.4% | $9,309-99.3% | $158-59.3% |