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 & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $21,088 |
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $8,165 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,994 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,880 | $101,317-61.6% | $146,958-73.5% | $74,495-47.8% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 27.12% | 8730.91%-8703.8pp | 418.34%-391.2pp | 1364.94%-1337.8pp |
| Employer contribution / active EE | $1,119 | $3,810-70.6% | $4,933-77.3% | $2,623-57.3% |
| Participant deferral / active EE | $8,940 | $7,303+22.4% | $8,070+10.8% | $4,346+105.7% |
| Admin fee / account holder | $129 | $1,739-92.6% | $12,998-99.0% | $1,942-93.4% |