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 |
|---|---|---|
MARCUM LLP1 year Service code 10 PO BOX 95000-2288 · PHILADELPHIA, PA 191950001 | Accounting | $15,450 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,373 |
Employer contribution per participant 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 | $179,013 | $95,274+87.9% | $135,903+31.7% | $74,419+140.5% |
| Participation rate | 93.2% | 78.2%+15.0pp | 81.9%+11.3pp | 70.7%+22.5pp |
| Annual return | 18.36% | 32.77%-14.4pp | 68.23%-49.9pp | 34.38%-16.0pp |
| Employer contribution / active EE | $150 | $3,874-96.1% | $4,856-96.9% | $2,637-94.3% |
| Participant deferral / active EE | $14,794 | $7,782+90.1% | $7,758+90.7% | $4,528+226.7% |
| Admin fee / account holder | $37 | $266-86.0% | $10,762-99.7% | $348-89.3% |