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 | $5,955 |
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 | $77,991 | $88,324-11.7% | $115,037-32.2% | $55,191+41.3% |
| Participation rate | 73.1% | 72.5%+0.6pp | 81.4%-8.3pp | 69.2%+4.0pp |
| Annual return | -0.26% | 6.30%-6.6pp | 26.14%-26.4pp | 10.78%-11.0pp |
| Employer contribution / active EE | $4,119 | $2,805+46.9% | $4,608-10.6% | $1,899+117.0% |
| Participant deferral / active EE | $9,462 | $5,042+87.6% | $6,026+57.0% | $3,046+210.6% |
| Admin fee / account holder | $9 | $105-91.6% | $8,175-99.9% | $91-90.2% |