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 & S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,636 |
Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $8,750 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,038 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $3,061 |
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 | $117,253 | $58,083+101.9% | $80,019+46.5% | $56,287+108.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -5.29% | 34.61%-39.9pp | 11.22%-16.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $3,648 | $1,932+88.8% | $2,468+47.8% | $2,111+72.8% |
| Participant deferral / active EE | $7,463 | $3,135+138.1% | $3,686+102.5% | $3,350+122.8% |
| Admin fee / account holder | $106 | $623-82.9% | $6,521-98.4% | $521-79.6% |