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 | $146,318 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 70 · EIN 33-0905143 | Consulting Fees | $50,000 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $28,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,645 | $122,693+6.5% | $184,203-29.1% | $199,593-34.5% |
| Participation rate | 96.7% | 86.8%+9.9pp | 86.8%+9.8pp | 72.0%+24.7pp |
| Annual return | 14.23% | 143.91%-129.7pp | 28.81%-14.6pp | 34.25%-20.0pp |
| Employer contribution / active EE | $2,297 | $4,584-49.9% | $6,427-64.3% | $3,034-24.3% |
| Participant deferral / active EE | $6,972 | $7,990-12.7% | $9,131-23.6% | $5,087+37.1% |
| Admin fee / account holder | $38 | $121-68.7% | $13,901-99.7% | $269-86.0% |