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 & SMIT Service code 16 · EIN 13-5674085 | Consulting | $26,234 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,565 | $72,254+4.6% | $86,677-12.8% | $64,808+16.6% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.6%+14.3pp | 71.5%+19.4pp |
| Annual return | -14.37% | 392.42%-406.8pp | 35.91%-50.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $2,576 | $2,393+7.6% | $2,836-9.2% | $2,506+2.8% |
| Participant deferral / active EE | $4,995 | $4,658+7.2% | $4,656+7.3% | $4,310+15.9% |
| Admin fee / account holder | $71 | $174-59.1% | $7,493-99.1% | $188-62.2% |