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 & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $36,330 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,235 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,359 | $51,576+96.5% | $129,207-21.6% | $80,856+25.4% |
| Participation rate | 72.5% | 57.0%+15.5pp | 69.6%+2.9pp | 67.6%+4.9pp |
| Annual return | 15.49% | 20.81%-5.3pp | 9417.33%-9401.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,757 | $1,584+200.3% | $4,153+14.5% | $2,755+72.7% |
| Participant deferral / active EE | $7,263 | $2,669+172.1% | $4,168+74.3% | $4,296+69.1% |
| Admin fee / account holder | $280 | $4,305-93.5% | $7,715-96.4% | $6,918-95.9% |