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 | $23,486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,797 | $65,435-8.6% | $86,677-31.0% | $66,914-10.6% |
| Participation rate | 93.0% | 75.5%+17.5pp | 76.6%+16.4pp | 69.8%+23.2pp |
| Annual return | -14.39% | -10.89%-3.5pp | 35.91%-50.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,344 | $2,153-37.6% | $2,836-52.6% | $2,544-47.2% |
| Participant deferral / active EE | $4,689 | $4,100+14.4% | $4,656+0.7% | $4,237+10.7% |
| Admin fee / account holder | $102 | $642-84.0% | $7,493-98.6% | $593-82.7% |