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 |
|---|---|---|
Service code 15 · EIN 62-1038805 | Recordkeeping | $6,290 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $1,322 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,266 | $73,867+12.7% | $143,757-42.1% | $68,494+21.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.20% | 1.01%-13.2pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $7,188 | $3,184+125.7% | $4,951+45.2% | $2,596+176.8% |
| Participant deferral / active EE | $5,641 | $3,384+66.7% | $5,637+0.1% | $4,027+40.1% |
| Admin fee / account holder | $74 | $5,755-98.7% | $14,673-99.5% | $5,403-98.6% |