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 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER, 250 VESEY · NEW YORK, NY 10281 | Recordkeeping | $374,640 |
MANAGERS FUNDS1 year Filed as: AMG OPS- FEE GROUP Service code 17 · EIN 22-1146430 P.O. BOX 91249 · CLEVELAND, OH 44101 | Pension Consulting | $70,000 |
WEAVER AND TIDWELL, LLP5 years Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET, SUITE 700 · FORTH WORTH, TX 76107 | Accounting | $22,815 |
NORTON ROSE FULBRIGHT5 years Filed as: NORTON ROSE FULBRIGHT US LLP Service code 10 · EIN 74-1201087 P.O. BOX 122613, DEPT. 2613 · DALLAS, TX 752844284 | Accounting | $8,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,038 | $85,257+43.1% | $70,515+73.1% | $103,482+17.9% |
| Participation rate | 96.0% | 71.0%+25.0pp | 68.3%+27.6pp | 73.3%+22.7pp |
| Annual return | 16.34% | 25.37%-9.0pp | 32.77%-16.4pp | 33.11%-16.8pp |
| Employer contribution / active EE | $5,408 | $3,007+79.9% | $2,973+81.9% | $3,208+68.6% |
| Participant deferral / active EE | $5,508 | $4,773+15.4% | $4,567+20.6% | $5,207+5.8% |
| Admin fee / account holder | $75 | $89-15.8% | $6,412-98.8% | $114-34.7% |