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 8-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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $105,290 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $34,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,916 | $185,342-80.1% | $111,297-66.8% | $86,799-57.5% |
| Participation rate | 86.1% | 81.0%+5.1pp | 77.3%+8.8pp | 72.3%+13.8pp |
| Annual return | 13.10% | 500.80%-487.7pp | 54.65%-41.5pp | 97.91%-84.8pp |
| Employer contribution / active EE | $828 | $2,246-63.1% | $2,731-69.7% | $2,405-65.6% |
| Participant deferral / active EE | $2,371 | $4,458-46.8% | $4,487-47.2% | $4,131-42.6% |
| Admin fee / account holder | $148 | $255-42.2% | $7,964-98.1% | $170-12.9% |