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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $115,087 |
SOBEL AND CO LLC CPA1 year Filed as: SOBEL & CO. LLC Service code 10 293 EISENHOWER PARKWAY · LIVINGSTON, NJ 070391711 | Accounting | $12,000 |
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 | $168,049 | $75,388+122.9% | $123,544+36.0% | $55,725+201.6% |
| Participation rate | 94.4% | 75.7%+18.8pp | 82.3%+12.1pp | 70.9%+23.6pp |
| Annual return | -4.74% | 4.48%-9.2pp | 119.20%-123.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $4,727 | $3,063+54.3% | $4,628+2.1% | $2,078+127.5% |
| Participant deferral / active EE | $11,043 | $5,651+95.4% | $6,426+71.9% | $3,356+229.1% |
| Admin fee / account holder | $36 | $120-70.2% | $9,284-99.6% | $115-69.1% |