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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 64 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping Fees | $24,256 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Sub-transfer agency fees; Securities ... | $16,621 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC EQUITY GROUP Service code 34 · EIN 33-0204776 6 HUTTON CENTRE DRIVE · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $11,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,574 | $33,826-56.9% | $88,538-83.5% | $67,579-78.4% |
| Participation rate | 99.8% | 64.6%+35.2pp | 68.7%+31.0pp | 71.3%+28.5pp |
| Annual return | 23.00% | 68.24%-45.2pp | 43.64%-20.6pp | 378.56%-355.6pp |
| Employer contribution / active EE | $2,141 | $1,232+73.8% | $2,098+2.1% | $2,148-0.3% |
| Participant deferral / active EE | $0 | $2,089-100.0% | $2,914-100.0% | $3,539-100.0% |
| Admin fee / account holder | $101 | $134-24.7% | $4,310-97.7% | $142-29.3% |