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 | $4,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,675 | $84,784+89.5% | $98,439+63.2% | $74,419+115.9% |
| Participation rate | 89.8% | 81.5%+8.3pp | 75.2%+14.6pp | 70.7%+19.1pp |
| Annual return | 15.94% | 20.59%-4.6pp | 21.16%-5.2pp | 34.38%-18.4pp |
| Employer contribution / active EE | $7,171 | $3,364+113.2% | $3,048+135.3% | $2,637+171.9% |
| Participant deferral / active EE | $7,102 | $5,218+36.1% | $4,738+49.9% | $4,528+56.8% |
| Admin fee / account holder | $9 | $204-95.7% | $8,948-99.9% | $348-97.5% |