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 Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,038 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $8,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,200 | $54,517+15.9% | $75,972-16.8% | $74,495-15.2% |
| Participation rate | 98.3% | 60.3%+38.0pp | 69.1%+29.3pp | 67.2%+31.1pp |
| Annual return | 13.30% | 31.82%-18.5pp | 359.55%-346.2pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,441 | $1,777+37.4% | $2,685-9.1% | $2,623-6.9% |
| Participant deferral / active EE | $4,449 | $3,066+45.1% | $4,255+4.6% | $4,346+2.4% |
| Admin fee / account holder | $92 | $2,229-95.9% | $6,467-98.6% | $1,942-95.3% |