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: BANK OF AMERICA MERRILL LYNCH Service code 28 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Investment Management | $121,387 |
COLUMBIA10+ years Filed as: COLUMBIA MANAGEMENT Service code 71 INVESTMENT SERVICES CORP · BOSTON, MA 022668081 | Brokerage Fees | $51,599 |
PIMCO FUNDS8 years Filed as: PIMCO TOTAL RETURN INSTL Service code 52 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Indirect Investment Fees | $35,444 |
PIMCO FUNDS10+ years Filed as: PIMCO HIGH YIELD INSTL Service code 52 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Indirect Investment Fees | $19,867 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $505,629-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 39.0%-39.0pp | 2.1%-2.1pp |
| Annual return | 9.26% | 9.14%+0.1pp | 8.40%+0.9pp | 9.14%+0.1pp |
| Employer contribution / active EE | $32,207 | $19,963+61.3% | $39,312-18.1% | $19,963+61.3% |
| Participant deferral / active EE | $0 | $919-100.0% | $131-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $38,466-100.0% | $200-100.0% |