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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $57,190 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,940 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,308 | $100,801-69.9% | $149,696-79.8% | $73,409-58.7% |
| Participation rate | 95.0% | 77.7%+17.3pp | 82.5%+12.6pp | 72.2%+22.9pp |
| Annual return | 17.80% | 265.34%-247.5pp | 276.60%-258.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $1,650 | $3,312-50.2% | $4,644-64.5% | $2,234-26.1% |
| Participant deferral / active EE | $6,432 | $6,404+0.4% | $6,842-6.0% | $3,805+69.0% |
| Admin fee / account holder | $89 | $181-50.7% | $9,309-99.0% | $158-43.6% |