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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $37,230 |
Filed as: MERRILL LYNCH,PIERCE,FENNER Service code 16 · EIN 13-5674085 | Consulting | $23,623 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,099 |
MUELLER & CO, LLP1 year Filed as: MUELLER AND CO LLP Service code 10 · EIN 36-2658780 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,681 | $86,225+55.0% | $146,665-8.9% | $86,799+54.0% |
| Participation rate | 96.4% | 78.0%+18.4pp | 80.1%+16.3pp | 72.3%+24.1pp |
| Annual return | 16.06% | 31.23%-15.2pp | 22.74%-6.7pp | 97.91%-81.8pp |
| Employer contribution / active EE | $1,826 | $2,392-23.7% | $4,136-55.9% | $2,405-24.1% |
| Participant deferral / active EE | $7,673 | $4,245+80.7% | $5,506+39.4% | $4,131+85.7% |
| Admin fee / account holder | $223 | $195+14.0% | $10,280-97.8% | $170+31.3% |