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 | $505 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $152,343 | $48,313+215.3% | $73,307+107.8% | $52,331+191.1% |
| Participation rate | 85.4% | 68.6%+16.8pp | 74.9%+10.4pp | 68.1%+17.3pp |
| Annual return | -0.25% | 3.85%-4.1pp | 5.67%-5.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $11,087 | $4,189+164.7% | $4,991+122.1% | $3,022+266.9% |
| Admin fee / account holder | $0 | $404-99.9% | $5,637-100.0% | $592-99.9% |