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 | $3,750 |
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 | $91,115 | $111,608-18.4% | $177,821-48.8% | $73,409+24.1% |
| Participation rate | 81.7% | 87.9%-6.2pp | 87.7%-6.0pp | 72.2%+9.5pp |
| Annual return | 14.63% | 18.23%-3.6pp | 48.32%-33.7pp | 59.29%-44.7pp |
| Employer contribution / active EE | $3,089 | $3,796-18.6% | $5,918-47.8% | $2,234+38.3% |
| Participant deferral / active EE | $9,193 | $6,199+48.3% | $7,714+19.2% | $3,805+141.6% |
| Admin fee / account holder | $7 | $166-95.5% | $12,427-99.9% | $158-95.3% |