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 WOOTEN8+ years Service code 10 · EIN 46-2783528 | Accounting | $25,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,925 |
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 | $157,269 | $82,202+91.3% | $125,339+25.5% | $64,808+142.7% |
| Participation rate | 98.3% | 77.9%+20.5pp | 82.4%+16.0pp | 71.5%+26.9pp |
| Annual return | -18.09% | 3.48%-21.6pp | 572.05%-590.1pp | 32.82%-50.9pp |
| Employer contribution / active EE | $5,079 | $3,615+40.5% | $4,814+5.5% | $2,506+102.7% |
| Participant deferral / active EE | $14,584 | $7,175+103.3% | $7,446+95.9% | $4,310+238.3% |
| Admin fee / account holder | $54 | $163-66.7% | $10,010-99.5% | $188-71.1% |