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 |
|---|---|---|
DKSS1 year Service code 10 · EIN 38-1944367 | Accounting | $23,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,376 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,422 | $47,126+102.5% | $149,673-36.2% | $74,419+28.2% |
| Participation rate | 99.4% | 63.4%+36.0pp | 78.8%+20.6pp | 70.7%+28.7pp |
| Annual return | 13.82% | 22.75%-8.9pp | 134.42%-120.6pp | 34.38%-20.6pp |
| Employer contribution / active EE | $5,148 | $1,905+170.2% | $4,818+6.9% | $2,637+95.2% |
| Participant deferral / active EE | $6,982 | $2,728+156.0% | $5,680+22.9% | $4,528+54.2% |
| Admin fee / account holder | $79 | $343-77.1% | $13,210-99.4% | $348-77.4% |