Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $61,717 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,323 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,123 | $122,239-26.3% | $184,200-51.1% | $74,546+20.9% |
| Participation rate | 75.5% | 85.5%-10.0pp | 86.8%-11.3pp | 67.2%+8.3pp |
| Annual return | 13.83% | 19.95%-6.1pp | 28.80%-15.0pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $558 | $4,537-87.7% | $6,424-91.3% | $2,624-78.7% |
| Participant deferral / active EE | $5,869 | $7,139-17.8% | $9,132-35.7% | $4,347+35.0% |
| Admin fee / account holder | $118 | $1,260-90.6% | $13,907-99.1% | $1,944-93.9% |