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 Service code 28 650 TOWN CENTER DRIVE, SUITE 500 · COSTA MESA, CA 92626 | Investment Management | $23,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,081 | $35,485+218.7% | $74,550+51.7% | $55,725+102.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | 12.40% | 0.72%+11.7pp | 32.53%-20.1pp | 244.93%-232.5pp |
| Employer contribution / active EE | $2,937 | $777+277.8% | $1,961+49.8% | $2,078+41.3% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $29 | $114-75.0% | $5,060-99.4% | $115-75.2% |