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 | $16,187 |
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 | Accounting | $10,000 |
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 | $177,195 | $63,905+177.3% | $74,183+138.9% | $57,658+207.3% |
| Participation rate | 85.2% | 79.8%+5.4pp | 76.6%+8.5pp | 70.2%+14.9pp |
| Annual return | 7.74% | 60.60%-52.9pp | 17.74%-10.0pp | 5.13%+2.6pp |
| Employer contribution / active EE | $775 | $1,840-57.9% | $2,370-67.3% | $1,974-60.8% |
| Participant deferral / active EE | $6,507 | $3,448+88.7% | $3,550+83.3% | $3,061+112.6% |
| Admin fee / account holder | $133 | $91+46.5% | $5,586-97.6% | $95+41.1% |