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 Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $24,768 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,771 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,374 | $86,655-58.0% | $119,609-69.6% | $66,914-45.6% |
| Participation rate | 77.3% | 75.6%+1.8pp | 79.3%-1.9pp | 69.8%+7.5pp |
| Annual return | -16.47% | -8.00%-8.5pp | -14.97%-1.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,031 | $2,536-59.4% | $4,232-75.6% | $2,544-59.5% |
| Participant deferral / active EE | $2,990 | $4,358-31.4% | $5,602-46.6% | $4,237-29.4% |
| Admin fee / account holder | $202 | $755-73.3% | $10,323-98.0% | $593-66.0% |