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 |
|---|---|---|
RYAN, LLC1 year Service code 11 P. O. BOX 848351 · DALLAS, TX 752848351 | Actuarial | $13,755 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,035 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $8,476 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,876 | $59,097+28.4% | $82,389-7.9% | $74,304+2.1% |
| Participation rate | 98.1% | 52.8%+45.3pp | 69.5%+28.5pp | 60.3%+37.7pp |
| Annual return | 115.80% | 22.85%+93.0pp | 28.67%+87.1pp | 29.43%+86.4pp |
| Employer contribution / active EE | $2,324 | $1,601+45.1% | $2,517-7.7% | $2,241+3.7% |
| Participant deferral / active EE | $4,435 | $2,775+59.8% | $4,155+6.8% | $3,767+17.7% |
| Admin fee / account holder | $94 | $4,489-97.9% | $7,231-98.7% | $2,969-96.8% |