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 26 · EIN 13-5674085 | Advisory (Participants) | $128,914 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $79,238 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,809 | $65,908+27.2% | $81,812+2.4% | $77,643+7.9% |
| Participation rate | 96.5% | 65.8%+30.7pp | 72.3%+24.1pp | 70.6%+25.9pp |
| Annual return | 17.06% | 26.64%-9.6pp | 773.79%-756.7pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,248 | $2,370-5.2% | $2,912-22.8% | $2,726-17.5% |
| Participant deferral / active EE | $5,239 | $3,505+49.4% | $4,319+21.3% | $4,647+12.7% |
| Admin fee / account holder | $297 | $526-43.6% | $7,386-96.0% | $430-31.1% |