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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $42,732 |
PAYCHEX, INC.11+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,734 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,062 | $100,923+49.7% | $150,045+0.7% | $74,304+103.3% |
| Participation rate | 75.7% | 70.1%+5.6pp | 82.3%-6.6pp | 60.3%+15.4pp |
| Annual return | 15.12% | 51.77%-36.6pp | 62.55%-47.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,887 | $3,463-16.6% | $4,693-38.5% | $2,241+28.8% |
| Participant deferral / active EE | $6,898 | $6,709+2.8% | $7,997-13.7% | $3,767+83.1% |
| Admin fee / account holder | $507 | $2,767-81.7% | $13,435-96.2% | $2,969-82.9% |