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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $105,453 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 50 · EIN 38-2722519 | Direct Payment | $31,500 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $12,667 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,686 | $94,876+6.1% | $82,389+22.2% | $102,872-2.1% |
| Participation rate | 72.0% | 70.6%+1.4pp | 69.5%+2.4pp | 73.0%-1.0pp |
| Annual return | 15.56% | 17.83%-2.3pp | 28.67%-13.1pp | 19.06%-3.5pp |
| Employer contribution / active EE | $3,150 | $3,789-16.9% | $2,517+25.1% | $3,526-10.7% |
| Participant deferral / active EE | $5,186 | $4,496+15.3% | $4,155+24.8% | $5,535-6.3% |
| Admin fee / account holder | $37 | $214-82.7% | $7,231-99.5% | $292-87.3% |