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 | $57,590+660.1% | $86,233+407.6% | $82,448+430.9% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 15.27% | 22.41%-7.1pp | 61.39%-46.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $12,221 | $1,655+638.3% | $2,504+388.0% | $2,551+379.1% |
| Participant deferral / active EE | $15,740 | $3,080+411.1% | $4,559+245.3% | $4,139+280.3% |
| Admin fee / account holder | $156 | $4,730-96.7% | $8,342-98.1% | $7,234-97.8% |