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 |
|---|---|---|
FLAHERTY SALMIN, LLP1 year Filed as: FLAHERTY SALMIN LLP Service code 10 2300 BUFFALO ROAD · ROCHESTER, NY 14624 | Accounting | $9,675 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $833 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,429 | $62,132+5.3% | $185,823-64.8% | $73,488-11.0% |
| Participation rate | 95.3% | 67.8%+27.5pp | 78.0%+17.2pp | 70.7%+24.6pp |
| Annual return | 5.84% | 20.44%-14.6pp | 35.95%-30.1pp | 28.51%-22.7pp |
| Employer contribution / active EE | $654 | $1,681-61.1% | $4,087-84.0% | $2,270-71.2% |
| Participant deferral / active EE | $4,431 | $3,711+19.4% | $5,632-21.3% | $3,740+18.5% |
| Admin fee / account holder | $70 | $419-83.4% | $9,500-99.3% | $513-86.5% |