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 LLC4 years Filed as: ASCENSUS HOLDINGS, INC. Service code 64 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping Fees | $27,122 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities brokerage commissions and ... | $26,853 |
ACUITY2 years Filed as: ACUITY ADVISORS Service code 34 · EIN 33-0204776 6 HUTTON CENTRE DRIVE, SUITE 860 · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $13,650 |
BUTTERFIELD SCHECHTER LLP7 years Service code 29 · EIN 33-0829013 10021 WILLOW CREEK ROAD, SUITE 200 · SAN DIEGO, CA 92131 | Legal | $7,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,504 | $28,956-11.9% | $71,735-64.4% | $64,808-60.6% |
| Participation rate | 99.2% | 65.2%+34.1pp | 62.3%+36.9pp | 71.5%+27.8pp |
| Annual return | 23.75% | -7.39%+31.1pp | 9.14%+14.6pp | 32.82%-9.1pp |
| Employer contribution / active EE | $3,861 | $1,159+233.2% | $1,704+126.6% | $2,506+54.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $2,658-100.0% | $4,310-100.0% |
| Admin fee / account holder | $124 | $124-0.4% | $3,974-96.9% | $188-34.0% |