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 LLC2 years Filed as: ASCENSUS HOLDINGS, INC. Service code 64 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping Fees | $25,058 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Distribution (12b-1) fees; Sub-transf... | $19,583 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC EQUITY GROUP Service code 34 · EIN 33-0204776 6 HUTTON CENTRE DRIVE · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $12,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,925 | $35,123-54.7% | $93,406-83.0% | $73,409-78.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 66.8%+33.2pp | 72.2%+27.8pp |
| Annual return | 13.39% | 18.89%-5.5pp | 78.05%-64.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,383 | $1,247+10.9% | $2,075-33.3% | $2,234-38.1% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,126-100.0% | $3,805-100.0% |
| Admin fee / account holder | $106 | $108-2.3% | $5,230-98.0% | $158-33.1% |