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 |
|---|---|---|
RODL LANGFORD DE KOCK1 year Service code 50 · EIN 58-2594719 | Direct Payment | $15,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,923 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,868 | $82,202+8.1% | $125,339-29.1% | $64,808+37.1% |
| Participation rate | 81.1% | 77.9%+3.3pp | 82.4%-1.2pp | 71.5%+9.7pp |
| Annual return | -10.55% | 3.48%-14.0pp | 572.05%-582.6pp | 32.82%-43.4pp |
| Employer contribution / active EE | $1,824 | $3,615-49.6% | $4,814-62.1% | $2,506-27.2% |
| Participant deferral / active EE | $6,802 | $7,175-5.2% | $7,446-8.7% | $4,310+57.8% |
| Admin fee / account holder | $23 | $163-86.1% | $10,010-99.8% | $188-87.9% |