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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,409 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $16,749 |
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 | $89,873 | $62,132+44.6% | $185,823-51.6% | $73,488+22.3% |
| Participation rate | 97.8% | 67.8%+30.0pp | 78.0%+19.7pp | 70.7%+27.1pp |
| Annual return | 20.59% | 20.44%+0.2pp | 35.95%-15.4pp | 28.51%-7.9pp |
| Employer contribution / active EE | $4,075 | $1,681+142.4% | $4,087-0.3% | $2,270+79.5% |
| Participant deferral / active EE | $8,180 | $3,711+120.4% | $5,632+45.2% | $3,740+118.7% |
| Admin fee / account holder | $294 | $419-29.9% | $9,500-96.9% | $513-42.8% |