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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,725 |
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 | $170,392 | $92,055+85.1% | $106,213+60.4% | $77,643+119.5% |
| Participation rate | 96.9% | 81.0%+15.9pp | 75.3%+21.7pp | 70.6%+26.4pp |
| Annual return | 12.23% | 17.91%-5.7pp | 116.14%-103.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $7,987 | $3,367+137.2% | $3,171+151.8% | $2,726+193.0% |
| Participant deferral / active EE | $7,702 | $5,386+43.0% | $5,016+53.6% | $4,647+65.7% |
| Admin fee / account holder | $10 | $219-95.3% | $11,033-99.9% | $430-97.6% |