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, LLP2 years Filed as: FLAHERTY SALMIN LLP Service code 10 2300 BUFFALO ROAD · ROCHESTER, NY 14624 | Accounting | $10,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $675 |
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 | $64,181 | $70,879-9.4% | $189,557-66.1% | $79,386-19.2% |
| Participation rate | 97.6% | 68.0%+29.6pp | 78.4%+19.1pp | 70.7%+26.9pp |
| Annual return | 11.17% | 20.70%-9.5pp | 64.17%-53.0pp | 116.85%-105.7pp |
| Employer contribution / active EE | $644 | $1,806-64.3% | $4,412-85.4% | $2,427-73.5% |
| Participant deferral / active EE | $4,649 | $4,081+13.9% | $6,174-24.7% | $4,046+14.9% |
| Admin fee / account holder | $67 | $647-89.6% | $9,807-99.3% | $626-89.3% |