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 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $953,484 |
BARCLAY DAMON1 year Service code 16 · EIN 31-7907707 200 DELAWARE AVE · BUFFALO, NY 14202 | Consulting | $75,192 |
TED MARTY & ASSOCIATES4+ years Service code 22 · EIN 31-0598816 1248 SPRINGFIELD PIKE · CINCINNATI, OH 45215 | Insurance Broker | $27,446 |
DAVID R PAULUS CPA, PLLC3 years Service code 10 · EIN 81-4652606 49 BUFFALO STREET · HAMBURG, NY 14075 | Accounting | $18,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,455 | $57,605+91.7% | $67,313+64.1% | $68,904+60.3% |
| Participation rate | 90.6% | 67.4%+23.2pp | 69.1%+21.5pp | 74.1%+16.4pp |
| Annual return | 6.24% | -3.81%+10.1pp | -4.08%+10.3pp | 1.07%+5.2pp |
| Employer contribution / active EE | $3,402 | $2,219+53.3% | $2,566+32.6% | $2,540+33.9% |
| Participant deferral / active EE | $4,063 | $3,063+32.6% | $3,568+13.9% | $4,015+1.2% |
| Admin fee / account holder | $78 | $77+0.2% | $4,507-98.3% | $71+8.8% |