Filed August 21, 2024
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 8-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 Service code 28 · EIN 13-3180817 | Investment Management | $6,743 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,273 | $51,175+33.4% | $70,515-3.2% | $75,163-9.2% |
| Participation rate | 98.3% | 60.9%+37.4pp | 68.3%+30.0pp | 67.2%+31.1pp |
| Annual return | 7.75% | 30.02%-22.3pp | 32.77%-25.0pp | 160.62%-152.9pp |
| Employer contribution / active EE | $12,200 | $1,826+568.1% | $2,973+310.3% | $2,670+357.0% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $63 | $4,091-98.5% | $6,412-99.0% | $5,651-98.9% |