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 | $50,533 |
FRIEDMAN & ANSPACH1 year Filed as: FRIEDMAN LLP Service code 10 · EIN 13-1610809 | Accounting | $25,000 |
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 | $52,568 | $48,592+8.2% | $185,823-71.7% | $90,288-41.8% |
| Participation rate | 91.2% | 66.2%+24.9pp | 78.0%+13.1pp | 73.4%+17.8pp |
| Annual return | 14.38% | 68.51%-54.1pp | 35.95%-21.6pp | 53.97%-39.6pp |
| Employer contribution / active EE | $650 | $1,389-53.2% | $4,087-84.1% | $2,524-74.3% |
| Participant deferral / active EE | $5,784 | $3,463+67.0% | $5,632+2.7% | $4,232+36.7% |
| Admin fee / account holder | $14 | $77-81.7% | $9,500-99.9% | $114-87.5% |