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 | $5,400 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,497 | $59,186+49.5% | $76,768+15.3% | $56,287+57.2% |
| Participation rate | 71.0% | 75.2%-4.2pp | 77.0%-5.9pp | 69.9%+1.2pp |
| Annual return | -4.17% | 6.62%-10.8pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,362 | $1,759+34.3% | $2,485-4.9% | $2,111+11.9% |
| Participant deferral / active EE | $3,287 | $3,255+1.0% | $3,852-14.7% | $3,350-1.9% |
| Admin fee / account holder | $78 | $489-84.1% | $6,675-98.8% | $521-85.1% |