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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $39,413 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,901 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$10,137 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,609 | $98,727+2.9% | $113,168-10.2% | $85,563+18.8% |
| Participation rate | 91.5% | 80.8%+10.7pp | 76.6%+14.9pp | 66.0%+25.5pp |
| Annual return | 16.19% | 17.43%-1.2pp | 24.27%-8.1pp | 31.51%-15.3pp |
| Employer contribution / active EE | $2,731 | $2,907-6.0% | $2,975-8.2% | $2,654+2.9% |
| Participant deferral / active EE | $6,082 | $5,424+12.1% | $5,107+19.1% | $4,375+39.0% |
| Admin fee / account holder | $66 | $357-81.5% | $12,068-99.5% | $834-92.1% |