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 | $421,607 |
COOK STREET CONSULTING7 years Service code 70 · EIN 84-0854432 | Consulting Fees | $71,079 |
RSM US LLP7 years Service code 10 · EIN 42-0714325 | Accounting | $41,654 |
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 | $37,288 | $93,283-60.0% | $77,163-51.7% | $103,482-64.0% |
| Participation rate | 85.1% | 79.3%+5.8pp | 69.6%+15.5pp | 73.3%+11.8pp |
| Annual return | 17.62% | 17.40%+0.2pp | 37.87%-20.2pp | 33.11%-15.5pp |
| Employer contribution / active EE | $1,234 | $3,170-61.1% | $2,535-51.3% | $3,208-61.5% |
| Participant deferral / active EE | $2,294 | $4,624-50.4% | $3,833-40.2% | $5,207-56.0% |
| Admin fee / account holder | $69 | $78-11.4% | $5,472-98.7% | $114-39.2% |