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 | $56,762 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS Service code 70 · EIN 48-1305000 | Consulting Fees | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,193 | $62,624+186.1% | $177,989+0.7% | $77,643+130.8% |
| Participation rate | 96.9% | 66.8%+30.1pp | 77.1%+19.8pp | 70.6%+26.3pp |
| Annual return | 13.89% | 16.16%-2.3pp | 294.48%-280.6pp | 31.24%-17.3pp |
| Employer contribution / active EE | $5,103 | $1,909+167.3% | $3,949+29.2% | $2,726+87.2% |
| Participant deferral / active EE | $13,529 | $4,219+220.6% | $6,276+115.6% | $4,647+191.1% |
| Admin fee / account holder | $217 | $386-43.7% | $10,363-97.9% | $430-49.5% |