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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,165 |
Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $8,827 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,861 | $51,045+17.3% | $70,515-15.1% | $71,457-16.2% |
| Participation rate | 93.7% | 59.4%+34.3pp | 68.3%+25.3pp | 67.9%+25.7pp |
| Annual return | 16.19% | 42.63%-26.4pp | 32.77%-16.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,314 | $1,790+29.2% | $2,973-22.2% | $2,588-10.6% |
| Participant deferral / active EE | $4,159 | $3,026+37.4% | $4,567-8.9% | $4,289-3.0% |
| Admin fee / account holder | $102 | $1,994-94.9% | $6,412-98.4% | $1,587-93.6% |