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 | $14,669 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $437,751 | $60,022+629.3% | $88,946+392.2% | $84,808+416.2% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 15.27% | 22.43%-7.2pp | 57.82%-42.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $12,221 | $1,703+617.8% | $2,555+378.3% | $2,631+364.5% |
| Participant deferral / active EE | $15,740 | $3,114+405.5% | $4,581+243.6% | $4,212+273.7% |
| Admin fee / account holder | $156 | $4,811-96.8% | $8,261-98.1% | $7,344-97.9% |