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: FMR Service code 10 · EIN 38-1402622 | Accounting | $9,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,700 |
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 | $64,447 | $65,376-1.4% | $87,100-26.0% | $65,185-1.1% |
| Participation rate | 92.8% | 75.3%+17.5pp | 76.9%+16.0pp | 70.2%+22.6pp |
| Annual return | 20.43% | 31.27%-10.8pp | 28.19%-7.8pp | 29.38%-9.0pp |
| Employer contribution / active EE | $657 | $1,822-63.9% | $2,521-73.9% | $2,177-69.8% |
| Participant deferral / active EE | $3,789 | $3,388+11.8% | $4,049-6.4% | $3,514+7.8% |
| Admin fee / account holder | $60 | $520-88.5% | $7,497-99.2% | $847-92.9% |