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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $170,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,383 | $129,021+77.0% | $184,203+24.0% | $77,643+194.1% |
| Participation rate | 97.8% | 87.3%+10.4pp | 86.8%+11.0pp | 70.6%+27.2pp |
| Annual return | 29.68% | 33.27%-3.6pp | 28.81%+0.9pp | 31.24%-1.6pp |
| Employer contribution / active EE | $10,044 | $4,413+127.6% | $6,427+56.3% | $2,726+268.5% |
| Participant deferral / active EE | $15,480 | $7,297+112.1% | $9,131+69.5% | $4,647+233.1% |
| Admin fee / account holder | $267 | $254+5.1% | $13,901-98.1% | $430-38.0% |