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 |
|---|---|---|
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 ... | $31,653 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS, INC. Service code 64 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping Fees | $27,882 |
ACUITY3 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.) | $14,700 |
BUTTERFIELD SCHECHTER LLP8 years Service code 29 · EIN 33-0829013 10021 WILLOW CREEK ROAD, SUITE 200 · SAN DIEGO, CA 92131 | Legal | $8,638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,406 | $31,038+4.4% | $65,255-50.3% | $74,419-56.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 65.0%+35.0pp | 70.7%+29.3pp |
| Annual return | 24.71% | 38.60%-13.9pp | 47.35%-22.6pp | 34.38%-9.7pp |
| Employer contribution / active EE | $3,285 | $1,188+176.5% | $1,691+94.2% | $2,637+24.5% |
| Participant deferral / active EE | $0 | $2,792-100.0% | $2,831-100.0% | $4,528-100.0% |
| Admin fee / account holder | $133 | $299-55.5% | $4,112-96.8% | $348-61.8% |