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 Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $48,651 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $36,600 |
POYNER & SPRUILL LLP1 year Filed as: POYNER SPRUILL LLP Service code 29 · EIN 56-1493995 | Legal | $18,872 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,180 | $138,347+109.0% | $184,203+57.0% | $80,856+257.6% |
| Participation rate | 97.2% | 83.9%+13.3pp | 86.8%+10.4pp | 67.6%+29.5pp |
| Annual return | 8.88% | 20.02%-11.1pp | 28.81%-19.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $7,795 | $4,850+60.7% | $6,427+21.3% | $2,755+182.9% |
| Participant deferral / active EE | $15,322 | $7,071+116.7% | $9,131+67.8% | $4,296+256.7% |
| Admin fee / account holder | $249 | $10,483-97.6% | $13,901-98.2% | $6,918-96.4% |