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 |
|---|---|---|
WINSTON & STRAWN LLP7 years Service code 50 · EIN 36-1975990 | Direct Payment | $70,019 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $50,779 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,846 | $55,331+38.9% | $81,812-6.1% | $199,593-61.5% |
| Participation rate | 94.1% | 62.5%+31.6pp | 72.3%+21.8pp | 72.0%+22.2pp |
| Annual return | 14.03% | 19.59%-5.6pp | 773.79%-759.8pp | 34.25%-20.2pp |
| Employer contribution / active EE | $4,395 | $2,101+109.2% | $2,912+50.9% | $3,034+44.9% |
| Participant deferral / active EE | $5,888 | $3,283+79.4% | $4,319+36.3% | $5,087+15.7% |
| Admin fee / account holder | $113 | $346-67.3% | $7,386-98.5% | $269-58.0% |