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 Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $10,538 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,890 | $59,186-74.8% | $76,768-80.6% | $56,287-73.5% |
| Participation rate | 73.4% | 75.2%-1.8pp | 77.0%-3.5pp | 69.9%+3.6pp |
| Annual return | -4.23% | 6.62%-10.8pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,075 | $3,255-36.3% | $3,852-46.1% | $3,350-38.1% |
| Admin fee / account holder | $83 | $489-83.0% | $6,675-98.8% | $521-84.0% |