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 CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $8,022 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,975 |
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 | $89,788 | $80,177+12.0% | $123,892-27.5% | $57,658+55.7% |
| Participation rate | 72.6% | 74.4%-1.9pp | 81.4%-8.8pp | 70.2%+2.4pp |
| Annual return | 8.08% | 17.90%-9.8pp | 47.52%-39.4pp | 5.13%+2.9pp |
| Employer contribution / active EE | $4,190 | $2,913+43.9% | $4,617-9.2% | $1,974+112.3% |
| Participant deferral / active EE | $9,215 | $5,130+79.6% | $5,984+54.0% | $3,061+201.1% |
| Admin fee / account holder | $15 | $106-85.8% | $8,357-99.8% | $95-84.1% |