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 3-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 | $4,770 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,609 | $101,317+57.5% | $146,958+8.6% | $74,495+114.3% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 15.98% | 8730.91%-8714.9pp | 418.34%-402.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $13,445 | $3,810+252.9% | $4,933+172.6% | $2,623+412.6% |
| Participant deferral / active EE | $15,376 | $7,303+110.5% | $8,070+90.5% | $4,346+253.8% |
| Admin fee / account holder | $124 | $1,739-92.9% | $12,998-99.0% | $1,942-93.6% |