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 | $40,840 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,738 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,569 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,774 | $99,078-17.5% | $96,544-15.3% | $74,419+9.9% |
| Participation rate | 94.3% | 80.7%+13.6pp | 76.0%+18.3pp | 70.7%+23.6pp |
| Annual return | 17.78% | 22.48%-4.7pp | 25.84%-8.1pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,574 | $2,570+0.1% | $2,965-13.2% | $2,637-2.4% |
| Participant deferral / active EE | $5,165 | $4,933+4.7% | $4,851+6.5% | $4,528+14.1% |
| Admin fee / account holder | $101 | $225-55.1% | $8,252-98.8% | $348-71.0% |