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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,950 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
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 | $76,791 | $88,515-13.2% | $162,163-52.6% | $67,579+13.6% |
| Participation rate | 80.4% | 86.8%-6.4pp | 87.6%-7.2pp | 71.3%+9.1pp |
| Annual return | 24.08% | 27.04%-3.0pp | 115.59%-91.5pp | 378.56%-354.5pp |
| Employer contribution / active EE | $2,877 | $3,563-19.2% | $5,614-48.7% | $2,148+34.0% |
| Participant deferral / active EE | $8,961 | $5,724+56.6% | $7,298+22.8% | $3,539+153.2% |
| Admin fee / account holder | $8 | $124-93.7% | $10,843-99.9% | $142-94.5% |