See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $34,362 |
JUDELSON, GIORDANO & SIEGEL, PC1 year Filed as: JUDELSON GIORDANO & SIEGEL Service code 10 · EIN 14-1619319 | Accounting | $8,500 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,373 |
NATIONWIDE1 year Filed as: NATION WIDE Service code 50 · EIN 31-4156830 | Direct Payment | $747 |
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 | $51,530 | $58,726-12.3% | $92,233-44.1% | $62,292-17.3% |
| Participation rate | 74.7% | 68.3%+6.3pp | 76.5%-1.8pp | 69.5%+5.2pp |
| Annual return | 11.67% | 43.62%-31.9pp | 176.28%-164.6pp | 28.90%-17.2pp |
| Employer contribution / active EE | $917 | $2,392-61.7% | $3,679-75.1% | $2,042-55.1% |
| Participant deferral / active EE | $2,509 | $2,766-9.3% | $3,897-35.6% | $3,169-20.8% |
| Admin fee / account holder | $290 | $556-48.0% | $5,194-94.4% | $479-39.6% |