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 |
|---|---|---|
SES ADVISORS, INC.3+ years Service code 64 · EIN 04-3760707 555 CITY AVENUE, SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping Fees | $22,461 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment management fees paid indir... | $16,347 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC EQUITY GROUP Service code 34 · EIN 33-0204776 6 HUTTON CENTRE DRIVE · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $10,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,469 | $35,955-73.7% | $78,210-87.9% | $69,631-86.4% |
| Participation rate | 99.8% | 67.2%+32.6pp | 68.7%+31.0pp | 70.7%+29.1pp |
| Annual return | 13.39% | 16.42%-3.0pp | 40.90%-27.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $227 | $1,244-81.7% | $2,034-88.8% | $2,032-88.8% |
| Participant deferral / active EE | $0 | $2,107-100.0% | $2,823-100.0% | $3,224-100.0% |
| Admin fee / account holder | $96 | $86+12.1% | $3,758-97.4% | $110-12.8% |