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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $39,039 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,119 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,401 | $87,013+31.5% | $106,213+7.7% | $80,856+41.5% |
| Participation rate | 97.7% | 70.4%+27.2pp | 75.3%+22.4pp | 67.6%+30.0pp |
| Annual return | 14.85% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $10,548 | $2,395+340.4% | $3,171+232.6% | $2,755+282.9% |
| Participant deferral / active EE | $24,731 | $3,986+520.5% | $5,016+393.1% | $4,296+475.7% |
| Admin fee / account holder | $422 | $8,431-95.0% | $11,033-96.2% | $6,918-93.9% |