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 & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $34,129 |
TROUTMAN SANDERS LLP6+ years Service code 29 · EIN 58-0946915 | Legal | $5,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,627 | $99,957+155.7% | $149,696+70.8% | $73,488+247.8% |
| Participation rate | 84.9% | 75.7%+9.2pp | 82.5%+2.4pp | 70.7%+14.2pp |
| Annual return | 13.59% | 53.87%-40.3pp | 276.60%-263.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $7,153 | $3,191+124.2% | $4,644+54.0% | $2,270+215.1% |
| Participant deferral / active EE | $3,998 | $6,073-34.2% | $6,842-41.6% | $3,740+6.9% |
| Admin fee / account holder | $169 | $551-69.3% | $9,309-98.2% | $513-67.0% |