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 |
|---|---|---|
PIERCE, FENNER AND SMITH1 year Filed as: ML, PIERCE, FENNER AND SMITH Service code 19 · EIN 13-5674085 | Securities Custodian | $17,415 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,510 | $64,909-74.6% | $82,313-79.9% | $62,292-73.5% |
| Participation rate | 92.3% | 74.9%+17.4pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 12.65% | 21.18%-8.5pp | 25.88%-13.2pp | 28.90%-16.2pp |
| Employer contribution / active EE | $769 | $1,676-54.1% | $2,428-68.3% | $2,042-62.3% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $145 | $440-66.9% | $5,608-97.4% | $479-69.6% |