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 | $26,624 |
RSM US LLP5+ years Service code 11 · EIN 42-0714325 | Actuarial | $12,180 |
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 | $46,566 | $73,404-36.6% | $87,100-46.5% | $67,579-31.1% |
| Participation rate | 95.4% | 80.9%+14.5pp | 76.9%+18.5pp | 71.3%+24.1pp |
| Annual return | 25.95% | 48.29%-22.3pp | 28.19%-2.2pp | 378.56%-352.6pp |
| Employer contribution / active EE | $2,270 | $2,014+12.7% | $2,521-10.0% | $2,148+5.7% |
| Participant deferral / active EE | $2,058 | $3,913-47.4% | $4,049-49.2% | $3,539-41.8% |
| Admin fee / account holder | $149 | $142+5.3% | $7,497-98.0% | $142+4.8% |