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 & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $39,806 |
PAYCHEX, INC.11+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $21,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,985 | $96,484-42.0% | $156,263-64.2% | $74,304-24.7% |
| Participation rate | 72.7% | 67.7%+5.1pp | 78.9%-6.2pp | 60.3%+12.4pp |
| Annual return | 18.02% | 17.73%+0.3pp | 59.47%-41.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,401 | $2,528-44.6% | $4,333-67.7% | $2,241-37.5% |
| Participant deferral / active EE | $3,490 | $4,286-18.6% | $6,158-43.3% | $3,767-7.4% |
| Admin fee / account holder | $284 | $3,728-92.4% | $14,255-98.0% | $2,969-90.4% |