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 | $4,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,039 | $81,908+85.6% | $90,749+67.5% | $64,808+134.6% |
| Participation rate | 88.7% | 80.5%+8.3pp | 75.7%+13.0pp | 71.5%+17.3pp |
| Annual return | -15.84% | -12.53%-3.3pp | -12.16%-3.7pp | 32.82%-48.7pp |
| Employer contribution / active EE | $7,408 | $3,065+141.7% | $2,921+153.6% | $2,506+195.6% |
| Participant deferral / active EE | $7,369 | $4,840+52.2% | $4,564+61.5% | $4,310+71.0% |
| Admin fee / account holder | $8 | $157-95.1% | $8,445-99.9% | $188-95.9% |