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 |
|---|---|---|
BRIGGS & VESELKA CO.1 year Service code 10 · EIN 74-1769118 | Accounting | $13,650 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,305 |
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 | $125,409 | $60,396+107.6% | $111,392+12.6% | $56,287+122.8% |
| Participation rate | 91.3% | 72.4%+18.9pp | 78.9%+12.4pp | 69.9%+21.5pp |
| Annual return | -0.49% | 20.26%-20.7pp | -2.06%+1.6pp | -9.96%+9.5pp |
| Employer contribution / active EE | $13,197 | $3,459+281.5% | $4,328+204.9% | $2,111+525.2% |
| Participant deferral / active EE | $13,876 | $4,421+213.9% | $5,567+149.3% | $3,350+314.3% |
| Admin fee / account holder | $72 | $610-88.2% | $12,266-99.4% | $521-86.2% |