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 Service code 27 · EIN 13-5674085 | Advisory (Plan) | $40,276 |
ACUITY4 years Filed as: ACUITY ADVISORS Service code 10 · EIN 33-0204776 | Accounting | $15,750 |
BUTTERFIELD SCHECHTER LLP9 years Service code 29 · EIN 33-0829013 | Legal | $6,562 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,891 | $36,806+2.9% | $69,647-45.6% | $77,643-51.2% |
| Participation rate | 93.9% | 64.4%+29.5pp | 66.5%+27.4pp | 70.6%+23.3pp |
| Annual return | 25.03% | 38.81%-13.8pp | 100.48%-75.5pp | 31.24%-6.2pp |
| Employer contribution / active EE | $3,135 | $1,257+149.4% | $1,712+83.1% | $2,726+15.0% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $2,886-100.0% | $4,647-100.0% |
| Admin fee / account holder | $92 | $507-81.8% | $4,713-98.0% | $430-78.6% |