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 | $3,950 |
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 | $38,223 | $50,106-23.7% | $70,014-45.4% | $57,658-33.7% |
| Participation rate | 90.9% | 70.9%+20.0pp | 71.8%+19.0pp | 70.2%+20.6pp |
| Annual return | 7.82% | 14.58%-6.8pp | 12.99%-5.2pp | 5.13%+2.7pp |
| Employer contribution / active EE | $921 | $1,739-47.0% | $2,338-60.6% | $1,974-53.3% |
| Participant deferral / active EE | $3,032 | $2,486+22.0% | $2,931+3.5% | $3,061-0.9% |
| Admin fee / account holder | $6 | $89-92.8% | $4,380-99.9% | $95-93.2% |