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 |
|---|---|---|
REHMANN ROBSON1 year Service code 70 5070 HIGHWAY A1A · VERO BEACH, FL 32963 | Consulting Fees | $17,000 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,082 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,537 | $59,097+396.7% | $82,389+256.3% | $74,304+295.0% |
| Participation rate | 91.3% | 52.8%+38.6pp | 69.5%+21.8pp | 60.3%+31.0pp |
| Annual return | 15.86% | 22.85%-7.0pp | 28.67%-12.8pp | 29.43%-13.6pp |
| Employer contribution / active EE | $5,032 | $1,601+214.4% | $2,517+99.9% | $2,241+124.5% |
| Participant deferral / active EE | $14,083 | $2,775+407.4% | $4,155+239.0% | $3,767+273.8% |
| Admin fee / account holder | $97 | $4,489-97.8% | $7,231-98.7% | $2,969-96.7% |