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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $88,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,638 | $58,778+69.5% | $129,207-22.9% | $77,643+28.3% |
| Participation rate | 91.0% | 59.2%+31.7pp | 69.6%+21.3pp | 70.6%+20.4pp |
| Annual return | 14.11% | 24.73%-10.6pp | 9417.33%-9403.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $3,023 | $1,952+54.8% | $4,153-27.2% | $2,726+10.9% |
| Participant deferral / active EE | $7,360 | $3,212+129.1% | $4,168+76.6% | $4,647+58.4% |
| Admin fee / account holder | $86 | $589-85.5% | $7,715-98.9% | $430-80.1% |