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 9-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 |
|---|---|---|
MARINER LLC1 year Service code 15 · EIN 20-4553256 | Recordkeeping | $20,062 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 16 · EIN 82-3719843 | Consulting | $2,286 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $314 |
Filed as: CHARLES SCHWAB & CO Service code 15 · EIN 94-1737782 | Recordkeeping | $63 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,058 | $55,415+98.6% | $155,509-29.2% | $74,495+47.7% |
| Participation rate | 86.9% | 61.9%+25.0pp | 78.2%+8.7pp | 67.2%+19.7pp |
| Annual return | 10.94% | 268.50%-257.6pp | 64.67%-53.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $8,477 | $2,267+273.9% | $4,672+81.4% | $2,623+223.2% |
| Participant deferral / active EE | $5,775 | $2,836+103.6% | $5,626+2.7% | $4,346+32.9% |
| Admin fee / account holder | $203 | $1,738-88.3% | $15,912-98.7% | $1,942-89.5% |