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 | $3,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,849 | $100,923+66.3% | $150,045+11.9% | $74,304+125.9% |
| Participation rate | 94.6% | 70.1%+24.5pp | 82.3%+12.3pp | 60.3%+34.2pp |
| Annual return | 18.38% | 51.77%-33.4pp | 62.55%-44.2pp | 29.43%-11.0pp |
| Employer contribution / active EE | $7,481 | $3,463+116.0% | $4,693+59.4% | $2,241+233.8% |
| Participant deferral / active EE | $8,102 | $6,709+20.8% | $7,997+1.3% | $3,767+115.1% |
| Admin fee / account holder | $23 | $2,767-99.2% | $13,435-99.8% | $2,969-99.2% |