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 | $31,258 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $809 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,863 | $38,595-25.2% | $80,004-63.9% | $52,331-44.8% |
| Participation rate | 73.5% | 64.5%+9.0pp | 73.0%+0.5pp | 68.1%+5.4pp |
| Annual return | -0.53% | 2.04%-2.6pp | 7.63%-8.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $300 | $1,133-73.5% | $2,473-87.9% | $1,882-84.0% |
| Participant deferral / active EE | $1,199 | $2,318-48.3% | $3,204-62.6% | $3,022-60.3% |
| Admin fee / account holder | $7 | $304-97.6% | $5,033-99.9% | $592-98.8% |