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 | $14,893 |
OSBORNE & ASSOCIATES, INC.2 years Filed as: OSBORNE, PARSONS AND ROSACKER LLP Service code 50 601 N. NEVADA AVE. · COLORADO SPRINGS, CO 80903 | Direct Payment | $5,375 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,771 | $67,598-79.6% | $75,886-81.9% | $77,787-82.3% |
| Participation rate | 79.7% | 69.6%+10.2pp | 69.3%+10.4pp | 73.2%+6.5pp |
| Annual return | 21.03% | 23.18%-2.1pp | 30.76%-9.7pp | 32.57%-11.5pp |
| Employer contribution / active EE | $688 | $2,430-71.7% | $2,500-72.5% | $2,504-72.5% |
| Participant deferral / active EE | $1,180 | $3,502-66.3% | $3,603-67.2% | $3,967-70.3% |
| Admin fee / account holder | $19 | $96-80.7% | $5,418-99.7% | $100-81.4% |