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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $14,886 |
Filed as: OSBORNE, PARSONS AND ROSACKER LLP Service code 50 601 N. NEVADA AVE. · COLORADO SPRINGS, CO 80903 | Direct Payment | $5,200 |
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 | $13,338 | $41,467-67.8% | $67,313-80.2% | $55,725-76.1% |
| Participation rate | 81.4% | 62.5%+18.9pp | 69.1%+12.3pp | 70.9%+10.5pp |
| Annual return | -3.13% | 0.82%-3.9pp | -4.08%+0.9pp | 244.93%-248.1pp |
| Employer contribution / active EE | $778 | $1,316-40.9% | $2,566-69.7% | $2,078-62.5% |
| Participant deferral / active EE | $1,293 | $2,399-46.1% | $3,568-63.8% | $3,356-61.5% |
| Admin fee / account holder | $20 | $102-80.4% | $4,507-99.6% | $115-82.6% |