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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $29,661 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $15,861 |
CROWE LLP2 years Service code 15 · EIN 35-0921680 | Recordkeeping | $1,450 |
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 | $61,437 | $102,553-40.1% | $151,611-59.5% | $66,914-8.2% |
| Participation rate | 99.0% | 85.5%+13.5pp | 87.5%+11.5pp | 69.8%+29.2pp |
| Annual return | -17.82% | -10.82%-7.0pp | 3.33%-21.1pp | 1.58%-19.4pp |
| Employer contribution / active EE | $3,877 | $4,180-7.3% | $6,166-37.1% | $2,544+52.4% |
| Participant deferral / active EE | $7,819 | $6,641+17.7% | $8,363-6.5% | $4,237+84.5% |
| Admin fee / account holder | $246 | $630-61.0% | $11,616-97.9% | $593-58.5% |