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 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $193,229 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $86,439 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,168 | $145,877-61.5% | $150,045-62.6% | $102,872-45.4% |
| Participation rate | 95.7% | 79.8%+15.8pp | 82.3%+13.4pp | 73.0%+22.7pp |
| Annual return | 17.70% | 21.37%-3.7pp | 62.55%-44.8pp | 19.06%-1.4pp |
| Employer contribution / active EE | $3,723 | $4,710-21.0% | $4,693-20.7% | $3,526+5.6% |
| Participant deferral / active EE | $6,803 | $9,491-28.3% | $7,997-14.9% | $5,535+22.9% |
| Admin fee / account holder | $181 | $176+2.6% | $13,435-98.7% | $292-38.2% |