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 10 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Accounting | $80,462 |
Filed as: DEMBO JONES, PC Service code 10 · EIN 52-1073331 6116 EXECUTIVE BLVD · ROCKVILLE, MD 20852 | Accounting | $50,000 |
PAYCHEX, INC.8+ years Service code 10 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Accounting | $42,596 |
Service code 10 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Accounting | $11,644 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 10 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Accounting | $6,011 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,620 | $82,202-60.3% | $125,339-74.0% | $64,808-49.7% |
| Participation rate | 98.9% | 77.9%+21.0pp | 82.4%+16.5pp | 71.5%+27.4pp |
| Annual return | -17.63% | 3.48%-21.1pp | 572.05%-589.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $2,016 | $3,615-44.3% | $4,814-58.1% | $2,506-19.6% |
| Participant deferral / active EE | $7,330 | $7,175+2.2% | $7,446-1.6% | $4,310+70.1% |
| Admin fee / account holder | $168 | $163+2.9% | $10,010-98.3% | $188-10.6% |