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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $40,188 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,426 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITHBROWN, PC Service code 15 · EIN 22-2027092 | Recordkeeping | $8,840 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,548 | $89,588-46.9% | $136,007-65.0% | $77,643-38.8% |
| Participation rate | 86.6% | 74.3%+12.3pp | 76.5%+10.2pp | 70.6%+16.1pp |
| Annual return | 13.69% | 17.42%-3.7pp | 579.32%-565.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,217-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,111 | $5,591+9.3% | $7,025-13.0% | $4,647+31.5% |
| Admin fee / account holder | $128 | $539-76.3% | $6,858-98.1% | $430-70.3% |