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 27 · EIN 13-5674085 | Advisory (Plan) | $29,877 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $6,367 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,354 | $50,815-12.7% | $155,509-71.5% | $77,643-42.9% |
| Participation rate | 71.4% | 63.1%+8.3pp | 78.2%-6.8pp | 70.6%+0.9pp |
| Annual return | 16.44% | 34.80%-18.4pp | 64.67%-48.2pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1,881 | $1,993-5.6% | $4,672-59.7% | $2,726-31.0% |
| Participant deferral / active EE | $4,237 | $2,822+50.1% | $5,626-24.7% | $4,647-8.8% |
| Admin fee / account holder | $129 | $437-70.5% | $15,912-99.2% | $430-70.1% |