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 | $24,361 |
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 | $60,168 | $79,519-24.3% | $95,952-37.3% | $73,409-18.0% |
| Participation rate | 91.8% | 81.2%+10.6pp | 77.1%+14.7pp | 72.2%+19.6pp |
| Annual return | 12.87% | 19.20%-6.3pp | 91.61%-78.7pp | 59.29%-46.4pp |
| Employer contribution / active EE | $1,224 | $2,048-40.2% | $2,541-51.8% | $2,234-45.2% |
| Participant deferral / active EE | $3,563 | $4,138-13.9% | $4,167-14.5% | $3,805-6.4% |
| Admin fee / account holder | $223 | $184+21.0% | $6,795-96.7% | $158+41.2% |