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 | $397,922 |
COOK STREET CONSULTING5 years Service code 70 · EIN 84-0854432 | Consulting Fees | $68,495 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $27,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,333 | $77,197-43.9% | $86,874-50.1% | $93,030-53.4% |
| Participation rate | 86.3% | 78.2%+8.1pp | 71.6%+14.7pp | 73.9%+12.4pp |
| Annual return | 15.81% | 16.31%-0.5pp | 63.52%-47.7pp | 158.70%-142.9pp |
| Employer contribution / active EE | $2,973 | $2,514+18.3% | $2,495+19.2% | $2,706+9.9% |
| Participant deferral / active EE | $2,854 | $3,831-25.5% | $3,699-22.9% | $4,562-37.5% |
| Admin fee / account holder | $76 | $105-27.5% | $5,828-98.7% | $152-49.8% |