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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $26,388 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $225 |
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 | $139,469 | $80,138+74.0% | $130,231+7.1% | $71,457+95.2% |
| Participation rate | 85.1% | 71.0%+14.1pp | 76.3%+8.8pp | 67.9%+17.2pp |
| Annual return | 12.17% | 16.81%-4.6pp | 38.77%-26.6pp | 28.85%-16.7pp |
| Employer contribution / active EE | $3,050 | $2,834+7.6% | $4,126-26.1% | $2,588+17.9% |
| Participant deferral / active EE | $6,156 | $4,641+32.7% | $6,799-9.5% | $4,289+43.5% |
| Admin fee / account holder | $260 | $1,035-74.9% | $6,020-95.7% | $1,587-83.6% |