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 | $1,978 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,702 | $79,700+107.9% | $153,485+8.0% | $74,495+122.4% |
| Participation rate | 89.2% | 69.8%+19.3pp | 77.1%+12.1pp | 67.2%+22.0pp |
| Annual return | 12.82% | 15.07%-2.2pp | 15.65%-2.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $4,578 | $4,016+14.0% | $5,039-9.1% | $2,623+74.5% |
| Participant deferral / active EE | $7,388 | $5,315+39.0% | $6,757+9.3% | $4,346+70.0% |
| Admin fee / account holder | $33 | $1,790-98.2% | $12,724-99.7% | $1,942-98.3% |