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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $18,712 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 70 700 WEST 47TH ST · KANSAS CITY, MO 64112 | Consulting Fees | $14,632 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,401 | $82,546+13.1% | $140,016-33.3% | $75,289+24.1% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 72.4%+22.8pp |
| Annual return | -4.19% | -0.36%-3.8pp | 651.12%-655.3pp | -0.04%-4.1pp |
| Employer contribution / active EE | $4,164 | $3,856+8.0% | $5,606-25.7% | $2,405+73.1% |
| Participant deferral / active EE | $8,267 | $5,731+44.2% | $6,927+19.3% | $3,739+121.1% |
| Admin fee / account holder | $26 | $86-69.7% | $10,705-99.8% | $102-74.6% |