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 | $3,970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,029 | $87,621+25.6% | $86,436+27.3% | $77,904+41.2% |
| Participation rate | 89.1% | 85.8%+3.3pp | 80.3%+8.8pp | 73.7%+15.4pp |
| Annual return | -15.65% | -13.90%-1.7pp | 4394.89%-4410.5pp | 12.21%-27.9pp |
| Employer contribution / active EE | $5,228 | $3,474+50.5% | $3,769+38.7% | $2,848+83.6% |
| Participant deferral / active EE | $9,702 | $8,645+12.2% | $6,952+39.6% | $4,806+101.9% |
| Admin fee / account holder | $2 | $85-97.6% | $6,731-100.0% | $133-98.4% |