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 | $9,025 |
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 | $24,470 | $64,457-62.0% | $111,392-78.0% | $55,725-56.1% |
| Participation rate | 94.3% | 79.7%+14.6pp | 78.9%+15.4pp | 70.9%+23.4pp |
| Annual return | -6.86% | -19.97%+13.1pp | -2.06%-4.8pp | 244.93%-251.8pp |
| Employer contribution / active EE | $4,288 | $3,956+8.4% | $4,328-0.9% | $2,078+106.3% |
| Participant deferral / active EE | $4,745 | $5,219-9.1% | $5,567-14.8% | $3,356+41.4% |
| Admin fee / account holder | $14 | $112-87.7% | $12,266-99.9% | $115-88.0% |