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 | Recordkeeping | $14,503 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,540 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,080 | $38,075-36.8% | $93,406-74.2% | $73,488-67.2% |
| Participation rate | 95.2% | 56.7%+38.5pp | 66.8%+28.4pp | 70.7%+24.5pp |
| Annual return | 7.68% | 17.59%-9.9pp | 78.05%-70.4pp | 28.51%-20.8pp |
| Employer contribution / active EE | $1,095 | $1,117-2.0% | $2,075-47.2% | $2,270-51.8% |
| Participant deferral / active EE | $732 | $2,012-63.6% | $3,126-76.6% | $3,740-80.4% |
| Admin fee / account holder | $86 | $351-75.4% | $5,230-98.3% | $513-83.2% |