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 | $275 |
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 | $23,857 | $44,873-46.8% | $79,464-70.0% | $56,287-57.6% |
| Participation rate | 88.0% | 68.7%+19.3pp | 73.3%+14.7pp | 69.9%+18.2pp |
| Annual return | -3.15% | 0.81%-4.0pp | 718.14%-721.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,011 | $2,140-52.8% | $2,800-63.9% | $2,111-52.1% |
| Participant deferral / active EE | $2,297 | $2,746-16.4% | $3,704-38.0% | $3,350-31.4% |
| Admin fee / account holder | $1 | $418-99.7% | $5,113-100.0% | $521-99.7% |