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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $804,042 |
BARCLAY DAMON7 years Service code 16 · EIN 31-7907707 | Consulting | $79,616 |
BONADIO & CO., LLP3 years Service code 10 · EIN 16-1131146 | Accounting | $27,400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,670 | $81,357+107.3% | $75,972+122.0% | $199,593-15.5% |
| Participation rate | 91.6% | 69.9%+21.7pp | 69.1%+22.5pp | 72.0%+19.6pp |
| Annual return | 3.23% | 16.32%-13.1pp | 359.55%-356.3pp | 34.25%-31.0pp |
| Employer contribution / active EE | $2,993 | $3,341-10.4% | $2,685+11.5% | $3,034-1.4% |
| Participant deferral / active EE | $6,176 | $4,710+31.1% | $4,255+45.1% | $5,087+21.4% |
| Admin fee / account holder | $145 | $144+0.5% | $6,467-97.8% | $269-46.0% |