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 70 · EIN 47-1411118 | Consulting Fees | $22,500 |
SRP1 year Filed as: SRP STRATEGIC PARTNERS Service code 70 · EIN 47-1411118 | Consulting Fees | $7,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,200 |
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 | $88,515 | $55,636+59.1% | $81,983+8.0% | $73,488+20.4% |
| Participation rate | 97.8% | 62.3%+35.5pp | 69.2%+28.6pp | 70.7%+27.1pp |
| Annual return | 14.23% | 19.07%-4.8pp | 41.31%-27.1pp | 28.51%-14.3pp |
| Employer contribution / active EE | $4,088 | $1,625+151.6% | $2,498+63.6% | $2,270+80.1% |
| Participant deferral / active EE | $11,462 | $2,762+314.9% | $3,722+207.9% | $3,740+206.5% |
| Admin fee / account holder | $89 | $493-81.8% | $5,664-98.4% | $513-82.6% |