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 Service code 28 · EIN 13-5674085 | Investment Management | $9,966 |
PENCHECKS1 year Service code 50 401 EAST 8TH STREET · SIOUX FALLS, SD 57103 | Direct Payment | $5,379 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,311 | $37,196-61.5% | $154,107-90.7% | $55,725-74.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -3.70% | 1319.68%-1323.4pp | 735.12%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,599 | $1,614-0.9% | $5,298-69.8% | $2,078-23.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $29 | $102-71.9% | $13,411-99.8% | $115-75.2% |