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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $151,787 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $45,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,474 | $91,746-41.7% | $146,665-63.5% | $93,030-42.5% |
| Participation rate | 97.8% | 80.9%+16.8pp | 80.1%+17.7pp | 73.9%+23.9pp |
| Annual return | 15.34% | 18.28%-2.9pp | 22.74%-7.4pp | 158.70%-143.4pp |
| Employer contribution / active EE | $1,555 | $2,815-44.7% | $4,136-62.4% | $2,706-42.5% |
| Participant deferral / active EE | $4,363 | $4,589-4.9% | $5,506-20.8% | $4,562-4.4% |
| Admin fee / account holder | $118 | $101+16.9% | $10,280-98.8% | $152-22.0% |