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 10-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 | $3,900 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,762 | $85,135+94.7% | $98,907+67.6% | $73,409+125.8% |
| Participation rate | 92.4% | 81.1%+11.2pp | 76.0%+16.3pp | 72.2%+20.2pp |
| Annual return | 14.85% | 19.14%-4.3pp | 196.43%-181.6pp | 59.29%-44.4pp |
| Employer contribution / active EE | $7,164 | $2,721+163.3% | $2,689+166.4% | $2,234+220.7% |
| Participant deferral / active EE | $6,953 | $4,349+59.9% | $4,244+63.8% | $3,805+82.7% |
| Admin fee / account holder | $7 | $139-95.2% | $6,642-99.9% | $158-95.8% |