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 | $398,134 |
COOK STREET CONSULTING6 years Service code 70 · EIN 84-0854432 | Consulting Fees | $68,495 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $28,665 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,303 | $89,497-59.4% | $70,092-48.2% | $78,044-53.5% |
| Participation rate | 70.9% | 79.9%-9.1pp | 70.5%+0.4pp | 74.4%-3.6pp |
| Annual return | -16.55% | -12.39%-4.2pp | 190.73%-207.3pp | 10.87%-27.4pp |
| Employer contribution / active EE | $1,245 | $3,152-60.5% | $2,559-51.3% | $3,125-60.1% |
| Participant deferral / active EE | $2,348 | $4,564-48.6% | $3,849-39.0% | $5,084-53.8% |
| Admin fee / account holder | $72 | $78-7.1% | $6,267-98.8% | $79-8.6% |