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 8-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 | $2,160 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,318 | $64,871+93.2% | $129,110-2.9% | $66,914+87.3% |
| Participation rate | 91.3% | 74.0%+17.3pp | 77.3%+14.0pp | 69.8%+21.5pp |
| Annual return | -10.78% | -12.21%+1.4pp | -10.94%+0.2pp | 1.58%-12.4pp |
| Employer contribution / active EE | $3,732 | $3,741-0.3% | $5,052-26.1% | $2,544+46.7% |
| Participant deferral / active EE | $6,318 | $5,090+24.1% | $6,542-3.4% | $4,237+49.1% |
| Admin fee / account holder | $218 | $629-65.3% | $14,302-98.5% | $593-63.2% |