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 AND S Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $638,806 |
BOND, SCHOENECK & KING, PLLC9 years Service code 29 · EIN 27-0015651 PO BOX 11607 · SYRACUSE, NY 13218 | Legal | $49,100 |
COLEMAN & CO., P.C.9 years Service code 10 · EIN 23-2907194 2415 WEST GRANDVIEW BLVD · ERIE, PA 16506 | Accounting | $36,000 |
TED MARTY & ASSOCIATES6 years Service code 23 1248 SPRINGFIELD PIKE · CINCINNATI, OH 45215 | Insurance services | $27,895 |
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 | $151,789 | $81,357+86.6% | $75,972+99.8% | $199,593-24.0% |
| Participation rate | 95.3% | 69.9%+25.4pp | 69.1%+26.2pp | 72.0%+23.3pp |
| Annual return | 10.12% | 16.32%-6.2pp | 359.55%-349.4pp | 34.25%-24.1pp |
| Employer contribution / active EE | $2,137 | $3,341-36.0% | $2,685-20.4% | $3,034-29.6% |
| Participant deferral / active EE | $8,714 | $4,710+85.0% | $4,255+104.8% | $5,087+71.3% |
| Admin fee / account holder | $182 | $144+25.6% | $6,467-97.2% | $269-32.5% |