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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $49,418 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $11,068 |
Service code 10 · EIN 31-1399107 | Accounting | $9,291 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,582 | $88,730+95.6% | $82,313+110.9% | $77,958+122.7% |
| Participation rate | 90.2% | 84.5%+5.6pp | 76.9%+13.3pp | 71.6%+18.5pp |
| Annual return | 18.67% | 20.88%-2.2pp | 25.88%-7.2pp | 20.87%-2.2pp |
| Employer contribution / active EE | $4,940 | $2,758+79.1% | $2,428+103.4% | $2,310+113.8% |
| Participant deferral / active EE | $5,625 | $4,634+21.4% | $3,706+51.8% | $3,537+59.0% |
| Admin fee / account holder | $88 | $74+18.9% | $5,608-98.4% | $97-9.7% |