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 9-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 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $23,910 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,571 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,524 | $66,457-55.6% | $81,438-63.7% | $77,671-62.0% |
| Participation rate | 78.8% | 68.7%+10.0pp | 69.5%+9.3pp | 70.6%+8.2pp |
| Annual return | 15.58% | 15.93%-0.4pp | 24.74%-9.2pp | 31.21%-15.6pp |
| Employer contribution / active EE | $1,554 | $2,159-28.0% | $2,460-36.8% | $2,726-43.0% |
| Participant deferral / active EE | $2,935 | $3,679-20.2% | $3,883-24.4% | $4,648-36.8% |
| Admin fee / account holder | $167 | $583-71.3% | $5,764-97.1% | $430-61.2% |