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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $42,867 |
Filed as: MERRILL LYNCH Service code 27 172 MAIN ST, · CHESTER, NJ 07930 | Advisory (Plan) | $35,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,486 | $845,484-94.6% | $177,989-74.4% | - |
| Participation rate | 88.8% | 64.0%+24.8pp | 77.1%+11.7pp | - |
| Annual return | 18.07% | 8.37%+9.7pp | 294.48%-276.4pp | - |
| Employer contribution / active EE | $1,009 | $2,463-59.0% | $3,949-74.4% | - |
| Participant deferral / active EE | $5,902 | $5,196+13.6% | $6,276-6.0% | - |
| Admin fee / account holder | $274 | $34,598-99.2% | $10,363-97.4% | - |