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 9-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 Service code 19 · EIN 13-3180817 PO BOX 2610 · SALT LAKE CITY, UT 84110 | Securities Custodian | $6,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,085 | $80,724+25.2% | $103,333-2.2% | $74,495+35.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 50.74% | 27.56%+23.2pp | 24.88%+25.9pp | 1364.94%-1314.2pp |
| Employer contribution / active EE | $3,391 | $3,157+7.4% | $3,868-12.3% | $2,623+29.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $29 | $2,368-98.8% | $8,355-99.6% | $1,942-98.5% |