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 | $100 |
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 | $33,866 | $50,637-33.1% | $86,590-60.9% | $62,292-45.6% |
| Participation rate | 94.4% | 67.9%+26.6pp | 73.5%+20.9pp | 69.5%+24.9pp |
| Annual return | 17.58% | 20.80%-3.2pp | 964.84%-947.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,359 | $2,075-34.5% | $2,839-52.1% | $2,042-33.5% |
| Participant deferral / active EE | $2,612 | $2,6110% | $3,609-27.6% | $3,169-17.6% |
| Admin fee / account holder | $1 | $413-99.9% | $4,906-100.0% | $479-99.9% |