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 |
|---|---|---|
W. HARRIS WOOTEN4+ years Service code 10 · EIN 46-2783528 | Accounting | $38,400 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,000 |
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 | $117,832 | $75,388+56.3% | $123,544-4.6% | $55,725+111.5% |
| Participation rate | 97.9% | 75.7%+22.2pp | 82.3%+15.6pp | 70.9%+27.0pp |
| Annual return | 13.69% | 4.48%+9.2pp | 119.20%-105.5pp | 244.93%-231.2pp |
| Employer contribution / active EE | $5,024 | $3,063+64.0% | $4,628+8.6% | $2,078+141.7% |
| Participant deferral / active EE | $13,095 | $5,651+131.7% | $6,426+103.8% | $3,356+290.2% |
| Admin fee / account holder | $68 | $120-43.1% | $9,284-99.3% | $115-40.8% |