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 Service code 13 · EIN 22-3513863 4802 DEER LAKE DRIVE EAST BLDG 2 · JACKSONVILLE, FL 32246 | Contract Administrator | $175,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,546 | $62,111+36.1% | $71,671+18.0% | $177,276-52.3% |
| Participation rate | 96.3% | 69.4%+26.9pp | 68.7%+27.6pp | 74.8%+21.5pp |
| Annual return | 42.67% | 17.83%+24.8pp | 20.65%+22.0pp | 21.25%+21.4pp |
| Employer contribution / active EE | $2,445 | $2,059+18.8% | $2,460-0.6% | $2,479-1.4% |
| Participant deferral / active EE | $4,150 | $2,943+41.0% | $3,438+20.7% | $3,881+6.9% |
| Admin fee / account holder | $27 | $66-59.4% | $5,558-99.5% | $154-82.5% |