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 |
|---|---|---|
THE BENEFIT PRACTICE10+ years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD STE 610 · STAMFORD, CT 06901 | Recordkeeping | $26,633 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 28 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Investment Management | $20,825 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,514 | $55,415-39.5% | $155,509-78.4% | $74,495-55.0% |
| Participation rate | 90.8% | 61.9%+28.9pp | 78.2%+12.6pp | 67.2%+23.6pp |
| Annual return | 13.02% | 268.50%-255.5pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,732 | $2,267-23.6% | $4,672-62.9% | $2,623-34.0% |
| Participant deferral / active EE | $2,762 | $2,836-2.6% | $5,626-50.9% | $4,346-36.5% |
| Admin fee / account holder | $207 | $1,738-88.1% | $15,912-98.7% | $1,942-89.3% |