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 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $35,251 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,838 | $104,475-55.2% | $159,436-70.6% | $79,386-41.0% |
| Participation rate | 91.0% | 76.6%+14.4pp | 82.8%+8.1pp | 70.7%+20.3pp |
| Annual return | 18.77% | 67.95%-49.2pp | 263.57%-244.8pp | 116.85%-98.1pp |
| Employer contribution / active EE | $2,763 | $3,417-19.1% | $4,829-42.8% | $2,427+13.8% |
| Participant deferral / active EE | $7,982 | $6,467+23.4% | $7,352+8.6% | $4,046+97.3% |
| Admin fee / account holder | $284 | $711-60.1% | $10,799-97.4% | $626-54.7% |