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 8-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 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $33,056 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $27,035 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,144 | $101,317-53.5% | $146,958-67.9% | $74,495-36.7% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.5pp |
| Annual return | 17.96% | 8730.91%-8712.9pp | 418.34%-400.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $4,411 | $3,810+15.8% | $4,933-10.6% | $2,623+68.2% |
| Participant deferral / active EE | $11,359 | $7,303+55.5% | $8,070+40.8% | $4,346+161.4% |
| Admin fee / account holder | $287 | $1,739-83.5% | $12,998-97.8% | $1,942-85.2% |