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 4-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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $35,004 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,738 | $72,137+111.7% | $142,449+7.2% | $71,457+113.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 20.50% | 21.15%-0.7pp | 19.99%+0.5pp | 28.85%-8.3pp |
| Employer contribution / active EE | $11,850 | $3,793+212.4% | $4,847+144.5% | $2,588+358.0% |
| Participant deferral / active EE | $9,506 | $5,280+80.0% | $6,283+51.3% | $4,289+121.6% |
| Admin fee / account holder | $173 | $1,433-87.9% | $10,011-98.3% | $1,587-89.1% |