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 SMITH2 years Filed as: ML, PIERCE, FENNER AND SMITH Service code 19 · EIN 13-5674085 | Securities Custodian | $19,277 |
Employer contribution per participant 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 | $15,040 | $59,186-74.6% | $76,768-80.4% | $56,287-73.3% |
| Participation rate | 94.7% | 75.2%+19.4pp | 77.0%+17.7pp | 69.9%+24.8pp |
| Annual return | -5.99% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $191 | $1,759-89.1% | $2,485-92.3% | $2,111-91.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $171 | $489-65.0% | $6,675-97.4% | $521-67.2% |