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 SMITH Service code 27 · EIN 13-5674085 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $54,997 |
STALKER & ASSOCIATES, INC.3 years Service code 13 · EIN 23-2756743 301 S. STATE STREET · NEWTOWN, PA 18940 | Contract Administrator | $34,446 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,270 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,787 | $104,317-42.7% | $159,436-62.5% | $86,799-31.1% |
| Participation rate | 81.6% | 77.7%+3.9pp | 82.8%-1.2pp | 72.3%+9.4pp |
| Annual return | 11.59% | 26.32%-14.7pp | 263.57%-252.0pp | 97.91%-86.3pp |
| Employer contribution / active EE | $2,803 | $3,451-18.8% | $4,829-42.0% | $2,405+16.5% |
| Participant deferral / active EE | $5,735 | $6,837-16.1% | $7,352-22.0% | $4,131+38.8% |
| Admin fee / account holder | $207 | $172+20.1% | $10,799-98.1% | $170+22.0% |