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 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER, 250 VESEY · NEW YORK, NY 10281 | Recordkeeping | $448,799 |
MANAGERS FUNDS2 years Filed as: AMG OPS- FEE GROUP Service code 16 · EIN 22-1146430 P.O. BOX 952074 · CLEVELAND, OH 44101 | Consulting | $52,500 |
WEAVER AND TIDWELL, LLP6 years Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET, SUITE 700 · FORTH WORTH, TX 76107 | Accounting | $32,550 |
NORTON ROSE FULBRIGHT6 years Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 P.O. BOX 122613, DEPT. 2613 · DALLAS, TX 752844284 | Legal | $6,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,790 | $96,188+38.1% | $75,972+74.8% | $99,062+34.0% |
| Participation rate | 96.1% | 72.7%+23.4pp | 69.1%+27.1pp | 71.6%+24.5pp |
| Annual return | 14.00% | 16.48%-2.5pp | 359.55%-345.5pp | 17.66%-3.7pp |
| Employer contribution / active EE | $6,120 | $3,167+93.2% | $2,685+127.9% | $3,262+87.6% |
| Participant deferral / active EE | $5,854 | $4,842+20.9% | $4,255+37.6% | $5,331+9.8% |
| Admin fee / account holder | $85 | $87-3.1% | $6,467-98.7% | $109-22.3% |