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 LLC3 years Filed as: ASCENSUS HOLDINGS, INC. Service code 64 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping Fees | $38,216 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Custodial (other than securities); Su... | $25,637 |
ACUITY1 year Filed as: ACUITY ADVISORS Service code 34 · EIN 33-0204776 6 HUTTON CENTRE DRIVE, SUITE 860 · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $12,600 |
BUTTERFIELD SCHECHTER LLP6 years Service code 29 · EIN 33-0829013 10021 WILLOW CREEK ROAD, SUITE 200 · SAN DIEGO, CA 92131 | Legal | $6,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,438 | $39,038-50.2% | $98,755-80.3% | $86,799-77.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 65.7%+34.3pp | 72.3%+27.7pp |
| Annual return | 15.86% | 25.86%-10.0pp | 49.91%-34.1pp | 97.91%-82.0pp |
| Employer contribution / active EE | $2,778 | $1,231+125.6% | $2,067+34.4% | $2,405+15.5% |
| Participant deferral / active EE | $0 | $2,581-100.0% | $3,035-100.0% | $4,131-100.0% |
| Admin fee / account holder | $139 | $126+10.9% | $4,076-96.6% | $170-17.7% |