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: CARR RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $16,095 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,270 | $85,135+4.9% | $98,907-9.7% | $73,409+21.6% |
| Participation rate | 93.7% | 81.1%+12.6pp | 76.0%+17.7pp | 72.2%+21.5pp |
| Annual return | 11.26% | 19.14%-7.9pp | 196.43%-185.2pp | 59.29%-48.0pp |
| Employer contribution / active EE | $3,083 | $2,721+13.3% | $2,689+14.7% | $2,234+38.0% |
| Participant deferral / active EE | $4,344 | $4,349-0.1% | $4,244+2.3% | $3,805+14.1% |
| Admin fee / account holder | $29 | $139-78.8% | $6,642-99.6% | $158-81.3% |