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: MERRILL LYNCH, PIERCE, FENNER Service code 13 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Contract Administrator | $28,126 |
PAYCHEX, INC.2 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $22,026 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,110 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,503 | $76,050-21.8% | $96,544-38.4% | $71,457-16.7% |
| Participation rate | 98.7% | 74.4%+24.3pp | 76.0%+22.8pp | 67.9%+30.8pp |
| Annual return | 18.19% | 22.81%-4.6pp | 25.84%-7.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $5,364 | $2,244+139.0% | $2,965+80.9% | $2,588+107.3% |
| Participant deferral / active EE | $10,926 | $4,215+159.2% | $4,851+125.2% | $4,289+154.8% |
| Admin fee / account holder | $294 | $2,707-89.1% | $8,252-96.4% | $1,587-81.4% |