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 | $1,590 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,453 | $89,282+224.2% | $94,646+205.8% | $74,419+289.0% |
| Participation rate | 81.4% | 82.4%-1.0pp | 80.8%+0.6pp | 70.7%+10.7pp |
| Annual return | 18.10% | 25.96%-7.9pp | 156.71%-138.6pp | 34.38%-16.3pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $16,388 | $8,425+94.5% | $7,418+120.9% | $4,528+261.9% |
| Admin fee / account holder | $0 | $219-99.8% | $7,231-100.0% | $348-99.9% |