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 |
|---|---|---|
WATKINS ROSS4+ years Filed as: WATKINS, ROSS Service code 15 · EIN 38-1477362 | Recordkeeping | $45,448 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $5,788 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,139 | $73,102-15.0% | $123,544-49.7% | $56,287+10.4% |
| Participation rate | 94.5% | 74.3%+20.2pp | 82.3%+12.2pp | 69.9%+24.6pp |
| Annual return | -3.97% | 3.01%-7.0pp | 119.20%-123.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,057 | $2,977-30.9% | $4,628-55.6% | $2,111-2.6% |
| Participant deferral / active EE | $4,700 | $5,423-13.3% | $6,426-26.9% | $3,350+40.3% |
| Admin fee / account holder | $273 | $554-50.6% | $9,284-97.1% | $521-47.5% |