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 | $37,518 |
REED SMITH LLP1 year Filed as: REED SMITH Service code 70 · EIN 25-0749630 | Consulting Fees | $8,210 |
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 | $128,783 | $82,279+56.5% | $77,999+65.1% | $63,975+101.3% |
| Participation rate | 96.1% | 84.7%+11.4pp | 75.5%+20.6pp | 71.1%+25.0pp |
| Annual return | 6.59% | 11.20%-4.6pp | 425.96%-419.4pp | 48.65%-42.1pp |
| Employer contribution / active EE | $8,382 | $3,297+154.3% | $2,470+239.4% | $2,182+284.2% |
| Participant deferral / active EE | $7,068 | $4,538+55.7% | $3,497+102.1% | $3,356+110.6% |
| Admin fee / account holder | $9 | $81-89.1% | $5,480-99.8% | $70-87.5% |