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 |
|---|---|---|
MERRIL LYNCH1 year Filed as: MERILL LYNCH Service code 50 · EIN 13-5674085 | Direct Payment | $9,933 |
Filed as: MERRILL LYNCH Service code 50 · EIN 13-5674085 | Direct Payment | $7,688 |
Service code 49 · EIN 04-1590850 | Other Services | $5,764 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,463 | $49,138-3.4% | $84,015-43.5% | $65,185-27.2% |
| Participation rate | 80.3% | 60.7%+19.6pp | 69.0%+11.3pp | 70.2%+10.1pp |
| Annual return | 21.20% | 23.00%-1.8pp | 71.31%-50.1pp | 29.38%-8.2pp |
| Employer contribution / active EE | $657 | $914-28.1% | $1,983-66.9% | $2,177-69.8% |
| Participant deferral / active EE | $2,343 | $2,397-2.3% | $3,239-27.7% | $3,514-33.3% |
| Admin fee / account holder | $108 | $543-80.2% | $6,101-98.2% | $847-87.3% |