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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $32,771 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,976 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $123,164 | $84,556+45.7% | $116,228+6.0% | $74,304+65.8% |
| Participation rate | 89.6% | 66.0%+23.5pp | 74.6%+15.0pp | 60.3%+29.2pp |
| Annual return | 15.68% | 18.35%-2.7pp | 90.06%-74.4pp | 29.43%-13.8pp |
| Employer contribution / active EE | $685 | $2,168-68.4% | $2,994-77.1% | $2,241-69.4% |
| Participant deferral / active EE | $8,268 | $3,814+116.8% | $4,953+66.9% | $3,767+119.5% |
| Admin fee / account holder | $356 | $3,792-90.6% | $11,989-97.0% | $2,969-88.0% |