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 | $124,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,473 | $31,741+449.7% | $56,411+209.3% | $199,593-12.6% |
| Participation rate | 83.6% | 32.3%+51.3pp | 52.5%+31.1pp | 72.0%+11.6pp |
| Annual return | 14.77% | 14.72%+0.1pp | 1701.33%-1686.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $5,093 | $508+903.4% | $1,039+390.4% | $3,034+67.9% |
| Participant deferral / active EE | $9,912 | $1,184+737.1% | $1,952+407.8% | $5,087+94.9% |
| Admin fee / account holder | $67 | $426-84.3% | $2,829-97.6% | $269-75.1% |