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 5-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 | $11,630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,493 | $72,482-33.1% | $129,110-62.4% | $64,808-25.2% |
| Participation rate | 95.6% | 79.2%+16.4pp | 77.3%+18.4pp | 71.5%+24.2pp |
| Annual return | -14.89% | -9.08%-5.8pp | -10.94%-3.9pp | 32.82%-47.7pp |
| Employer contribution / active EE | $4,372 | $4,247+2.9% | $5,052-13.4% | $2,506+74.5% |
| Participant deferral / active EE | $4,474 | $5,679-21.2% | $6,542-31.6% | $4,310+3.8% |
| Admin fee / account holder | $20 | $144-86.1% | $14,302-99.9% | $188-89.3% |