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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,672 | $75,183+19.3% | $123,892-27.6% | $55,167+62.5% |
| Participation rate | 82.5% | 72.8%+9.7pp | 81.4%+1.1pp | 69.0%+13.5pp |
| Annual return | 11.45% | 19.01%-7.6pp | 47.52%-36.1pp | 169.23%-157.8pp |
| Employer contribution / active EE | $2,235 | $2,823-20.8% | $4,617-51.6% | $1,963+13.9% |
| Participant deferral / active EE | $10,505 | $5,084+106.6% | $5,984+75.5% | $3,054+243.9% |
| Admin fee / account holder | $1 | $663-99.9% | $8,357-100.0% | $504-99.8% |